Connect Flodesk and Solve CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Subscriber Created
A new subscriber added to specific segment
Subscriber Unsubscribed
Choose an Action
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Ready to use Flodesk and Solve CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Subscriber Created
Runs when a new subscriber is added to Flodesk.
A new subscriber added to specific segment
Trigger when a new subscriber added to a segment.
Subscriber Unsubscribed
Triggers when a subscriber is unsubscribed.
New Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
Do thisActions
Action is the task that follows automatically within your Flodesk integrations.
Remove Subscriber From Segments
Removes a subscriber from specific segments.
Add Subscriber To Segments
Adds a subscriber to one or more selected segments.
Find Subscriber
Finds a subscriber by email or ID.
Unsubscribe Subscriber
Stops a subscriber from receiving emails from your Flodesk account.
Create Or Update Subscriber
Adds a subscriber or updates an existing subscriber's contact details in Flodesk.
List Subscribers
Lists all subscribers and shows their details.
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Frequently Asked Questions
To start, connect both your Flodesk and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Flodesk triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how Flodesk data is recorded in Solve CRM. This includes choosing which data fields go into which fields of Solve CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Flodesk and Solve CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Flodesk and Solve CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Flodesk
Flowdesk is a comprehensive platform designed to streamline operations and enhance productivity for businesses. It offers a suite of tools for project management, workflow automation, and team collaboration, helping organizations to efficiently manage projects and tasks.
Learn MoreAbout Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
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