Connect Solve CRM and Orderspace
Integrate Solve CRM with Orderspace to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Orderspace when New Company in Solve-crm
Create Dispatch in Orderspace when New Company in Solve-crm
Create Order in Orderspace when New Company in Solve-crm
Create a Price List in Orderspace when New Company in Solve-crm
Update Inventory Levels in Orderspace when New Company in Solve-crm
Popular Solve CRM + Orderspace 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
Orderspace
Automatically do this!
Create Customer
Create Dispatch
Create Order
Create a Price List
Update Inventory Levels
Create Customer in Orderspace when New Company in Solve-crm
Use this flowCreate Dispatch in Orderspace when New Company in Solve-crm
Use this flowCreate Order in Orderspace when New Company in Solve-crm
Use this flowCreate a Price List in Orderspace when New Company in Solve-crm
Use this flowUpdate Inventory Levels in Orderspace when New Company in Solve-crm
Use this flowCreate Customer in Orderspace when New Contacts in Solve CRM
Use this flowCreate Dispatch in Orderspace when New Contacts in Solve CRM
Use this flowCreate Order in Orderspace when New Contacts in Solve CRM
Use this flowCreate a Price List in Orderspace when New Contacts in Solve CRM
Use this flowUpdate Inventory Levels in Orderspace when New Contacts in Solve CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Solve CRM and Orderspace.
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
Triggers when a new customer is created.
New Dispatch
Triggers when a new dispatch 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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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 Orderspace
Orderspace makes it simple for businesses to manage and accept wholesale orders online, offering an easy and efficient ordering experience.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Solve CRM and Orderspace 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 Orderspace 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 Orderspace. No coding required.
Yes. You can set up a workflow where Solve CRM triggers actions in Orderspace, and a separate workflow where Orderspace 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 Orderspace. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Solve CRM and Orderspace integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
