Connect Solve CRM and Appcues
Integrate Solve CRM with Appcues to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Solve CRM + Appcues flows
Start from a real workflow other teams are already running.
Choose a trigger
Solve CRM
When this happens...
New Company
New Contacts
New Tagged Contact
Update Contact
Choose an action
Appcues
Automatically do this!
Update Segment
Create Segment
Publish a Flow
Update a Group Profile
Update User Profile
Send User Event
List Flows
Find Segments
List Banners
Find Checklists
Publish Checklist
Publish Banners
Add/Remove User Segment
Publish/Unpublish Experience
Update Segment in Appcues when New Company in Solve-crm
Use this flowCreate Segment in Appcues when New Company in Solve-crm
Use this flowPublish a Flow on Appcues when New Company in Solve-crm
Use this flowUpdate a Group Profile in Appcues when New Company in Solve-crm
Use this flowUpdate User Profile in Appcues when New Company in Solve-crm
Use this flowSend User Event to Appcues when New Company in Solve-crm
Use this flowList Flows in Appcues when New Company in Solve-crm
Use this flowFind Segments in Appcues when New Company in Solve-crm
Use this flowList Banners from Appcues when New Company in Solve-crm
Use this flowFind Checklists in Appcues when New Company in Solve-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Solve CRM and Appcues.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
When one or more flows are created
Runs the workflow automatically whenever one or more flows are created within the specified number of minutes.
New Segment
Fetch segments created within the specified number of minutes.
Do thisActions
Action is the task that follows automatically within your Solve CRM integrations.
Create a Company
Creates a new company record in Solve360.
Create a Contact
Creates a new contact in Solve360.
List Contact
List all contact.
List Ownership
List all Ownership
List Category Tags
Returns a collection of available contact tags.
List Fields
Returns a collection of available contact fields.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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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About Appcues
Appcues is a powerful user onboarding and product adoption platform offering multi-channel messaging and actionable insights. It integrates in-app experiences, emails, and push notifications, customized to your brand, to create tailored, automated journeys that boost engagement. With no-code user tracking and activity-based triggers, Appcues ensures precise, timely communication. Detailed insights and reporting tools help measure message performance, track trends, and optimize engagement through A/B testing, improving key metrics like activation and retention.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Solve CRM and Appcues accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Solve CRM and Appcues as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Appcues. No coding required.
Yes. You can set up a workflow where Solve CRM triggers actions in Appcues, and a separate workflow where Appcues triggers actions in Solve CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Solve CRM and Appcues. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Solve CRM and Appcues integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
