Connect GiftUp and Solve CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order
Gift Card Redeemed
Gift Card Updated
New Gift Card
New Item
Choose an Action
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Ready to use GiftUp and Solve CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Trigger when a new order is placed.
Gift Card Redeemed
Trigger when a gift card is redeemed.
Gift Card Updated
Triggers on any changes to a gift card, including redemptions.
New Gift Card
Trigger when a new gift card is created.
New Item
Trigger when a new item is created.
New Company
Triggered when a new company record is created in Solve360.
Do thisActions
Action is the task that follows automatically within your GiftUp integrations.
Create Order
Creates a order.
Redeem Gift Card
Will deduct the specified amount of remaining credit from a gift card.
Update a gift card
Update the properties for a gift card.
Create a new item group
Create a new item group.
Create a new item
Create a new item for sale.
Create a Company
Creates a new company record in Solve360.
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Frequently Asked Questions
To start, connect both your GiftUp and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in GiftUp triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how GiftUp 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 GiftUp 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 GiftUp 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 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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