Connect Grist and Solve CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
Updated Record
New Team Created
New or Updated Record
Choose an Action
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Ready to use Grist and Solve CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
Triggers when a new Record is created.
Updated Record
Triggers when a Record is updated.
New Team Created
Trigger When A new Team Create
New or Updated Record
Triggers when a Record is updated, or a new Record is added.
New Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
Do thisActions
Action is the task that follows automatically within your Grist integrations.
Create Record
Create a New Record in a Table
Update Record
Update an Existing Record in a Grist Table
Delete Record/s
Delete existing records from a table
Create Table
Create a New Table
List Team's
Get All Team's in grist
Update an Team
Update Your Team in Grist.
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Frequently Asked Questions
To start, connect both your Grist and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Grist triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how Grist 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 Grist 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 Grist 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 Grist
Grist is a modern spreadsheet and database hybrid that empowers users to organize and analyze their data with ease. It offers a flexible platform for creating custom applications, allowing users to manage their data in a way that suits their specific needs. With Grist, you can collaborate with your team, automate workflows, and gain insights from your data, all within a user-friendly interface.
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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