Solve CRM

CRM, Project Management

Insightly

Project Management, Marketing Automation

Integrations Solve CRM Insightly

Create integrations between Solve CRM and Insightly

Create Record in Insightly when New Company in Solve-crm

Update Record in Insightly when New Company in Solve-crm

Find Record in Insightly when New Company in Solve-crm

Create Record in Insightly when New Contacts in Solve-crm

Update Record in Insightly when New Contacts in Solve-crm

Find Record in Insightly when New Contacts in Solve-crm

Create a Company in Solve360 when New or Updated Contact in Insightly

Create a Contact in Solve CRM when New or Updated Contact in Insightly

Create a Company in Solve360 when New Document Template in Insightly

Create a Contact in Solve CRM when New Document Template in Insightly

Actions and Triggers

Triggers

New Company

Triggered when a new company record is created in Solve360.

New Contacts

Here you will get recent contacts

New or Updated Contact

Triggers when a new contact is created or updated.

New Document Template

Triggers when new document template is created.

New Email

Triggers when new email is send.

New or Updated Event

Trigger when a event is created or updated.

Actions

Create a Company

Creates a new company record in Solve360.

Create a Contact

Creates a new contact in Solve360.

Create Record

Creates a Record.

Update Record

Updates a Record

Find Record

Finds an existing Record.

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

Are you looking to automate your day-to-day tasks and save time for other important stuff? Well, you’re in the right place! .

Know more

5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

Know more

How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

Know more

Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

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 Insightly

Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.

Learn More