Connect Solve CRM and Cody.ai
Integrate Solve CRM with Cody.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Solve CRM + Cody.ai 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
Cody.ai
Automatically do this!
Create Document
Create Document from Webpage
Delete Document
Create Folder
Create Conversation
Send Message
Update Conversation
Delete Conversation
Update Folder
Upload File
Find Bot By Name
Create Document in Getcody when New Company in Solve-crm
Use this flowCreate Document from Webpage in Getcody when New Company in Solve-crm
Use this flowDelete Document in Getcody when New Company in Solve-crm
Use this flowCreate Folder in Getcody when New Company in Solve-crm
Use this flowCreate Conversation in Getcody when New Company in Solve-crm
Use this flowSend Message in Getcody when New Company in Solve-crm
Use this flowUpdate Conversation in Cody.ai when New Company in Solve-crm
Use this flowDelete Conversation in Getcody when New Company in Solve-crm
Use this flowUpdate Folder in getCody.ai when New Company in Solve-crm
Use this flowUpload File in Getcody when New Company in Solve-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Solve CRM and Cody.ai.
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 Bot
Triggered when a new bot is created.
New Message
Triggered when a new message is created.
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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From idea to automation.
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 Cody.ai
Cody is an intelligent AI assistant like ChatGPT – with the added benefit of being able to train it on your business, your team, your processes, and your clients with your own knowledge base. Use Cody as an employee to support your team, answer questions, help with creative work, troubleshoot issues, and brainstorm ideas.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Solve CRM and Cody.ai 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 Cody.ai 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 Cody.ai. No coding required.
Yes. You can set up a workflow where Solve CRM triggers actions in Cody.ai, and a separate workflow where Cody.ai 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 Cody.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Solve CRM and Cody.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
