Connect Solve CRM and Clientjoy
Integrate Solve CRM with Clientjoy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Company in Solve360 when New Customer Added in Clientjoy
Create a Contact in Solve CRM when New Customer Added in Clientjoy
List Contact in Solve CRM when New Customer Added in Clientjoy
List Ownership in Solve-crm when New Customer Added in Clientjoy
List Category Tags from Solve CRM when New Customer Added in Clientjoy
Popular Solve CRM + Clientjoy 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
Clientjoy
Automatically do this!
List All Workspaces
List Workspace Members
List All Taxes
List Currencies
List All Customers
Create Customer
Update Customer
List All Invoices
Create Invoice
Update Invoice
Create Lead
Create Proposal
Update Lead
List All Leads
List All Proposals
Update Proposal
Update Proposal Status
Record Invoice Payment
List All Items
List Lead Stages
List All Lead Sources
List Proposal Templates
Mark Invoice As Sent
Create a Company in Solve360 when New Customer Added in Clientjoy
Use this flowCreate a Contact in Solve CRM when New Customer Added in Clientjoy
Use this flowList Contact in Solve CRM when New Customer Added in Clientjoy
Use this flowList Ownership in Solve-crm when New Customer Added in Clientjoy
Use this flowList Category Tags from Solve CRM when New Customer Added in Clientjoy
Use this flowList Fields in Solve-crm when New Customer Added in Clientjoy
Use this flowCreate a Company in Solve360 when New Lead Is Added in Clientjoy
Use this flowCreate a Contact in Solve CRM when New Lead Is Added in Clientjoy
Use this flowList Contact in Solve CRM when New Lead Is Added in Clientjoy
Use this flowList Ownership in Solve-crm when New Lead Is Added in Clientjoy
Use this flowSupported Triggers & Actions
Everything you can automate between Solve CRM and Clientjoy.
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.
New Customer Added
Runs when new customer added
New Lead Is Added
Runs when new lead is added
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.
Learn more
About Clientjoy
Agencyjoy applications include client onboarding, project management, invoicing, and communication tools. It enables efficient organization, enhancing client relationships, and optimizing workflows, thereby helping agencies deliver better services and improve overall productivity in the digital marketing and creative sectors.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Solve CRM and Clientjoy 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 Clientjoy 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 Clientjoy. No coding required.
Yes. You can set up a workflow where Solve CRM triggers actions in Clientjoy, and a separate workflow where Clientjoy 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 Clientjoy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Solve CRM and Clientjoy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
