Connect NocoDB and Solve CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
Update 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 NocoDB and Solve CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
Trigger when new Record is Created.
Update Record
Trigger when an Existing Record is Updated.
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.
Update Contact
Triggers when update a contact.
Do thisActions
Action is the task that follows automatically within your NocoDB integrations.
Create Record
Creates a New Record.
Update Table
Update an Existing Table.
Delete Table
Delete an Existing Table
Update Record
Update an Existing Record.
Delete Record
Delete a Record.
Create Column
Create a new Column in the Table.
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Frequently Asked Questions
To start, connect both your NocoDB and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in NocoDB triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how NocoDB 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 NocoDB 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 NocoDB 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 NocoDB
NocoDB Cloud is a powerful platform that transforms your databases into smart spreadsheets, enabling seamless collaboration and management of data. It offers a no-code interface that allows users to create, manage, and automate workflows without any programming knowledge. Ideal for businesses looking to streamline their data operations and enhance productivity.
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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