
When this happens...
New Order Created

Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new order is created.
Triggered when a new company record is created in Solve360.
Triggers when you add a new contact.
Triggers when a specific tag is applied to a contact.
Triggers when update a contact.
Action is the task that follows automatically within your SmartRoutes integrations.
Creates a new order.
Here you will get costumer details.
Can update customer details.
Here you will get all vehicle details.
The order will be deleted by providing order id.
To get all orders.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
To start, connect both your SmartRoutes and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartRoutes triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how SmartRoutes 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 SmartRoutes 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 SmartRoutes 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.
SmartRoutes is a comprehensive route optimization and delivery management platform designed to streamline logistics operations for businesses. It offers features such as route planning, real-time tracking, and delivery analytics to enhance efficiency and customer satisfaction.
Learn MoreSolve360 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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