Automate Solve CRM (Solve360) workflows
Connect Solve360 to your apps and AI with viaSocket to auto-create contacts and projects, assign work, and deliver reports so your team closes more deals and delivers projects on time.
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Triggers and Actions in Solve CRM Automations
viaSocket makes it simple to connect Solve CRM and automate repetitive tasks.
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.
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.
How to get started with Solve CRM automations
Automate when something happens in Solve CRM
Login -> Create new flow -> Select trigger -> Search Solve CRM -> Choose the trigger from the list
Take action in Solve CRM when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Solve CRM -> Choose the action from the list
Trigger
Action
Real-world use cases of Solve CRM integrations
See how Solve CRM integrates with popular apps to automate tasks and streamline your workflow.
- Integrate solve-crm with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and solve-crm databases.
- Integrate solve-crm with MySQL to automatically sync records, facilitating seamless data exchange between solve-crm and your SQL databases.
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Frequently Asked Questions
viaSocket listens for triggers in Solve360 (like new leads, changed deal stages, or created tasks) and runs actions you define — create contacts, start projects, assign tasks, send emails, or sync data to other apps. You build these workflows without coding using simple triggers, conditions, and actions.
Yes. viaSocket can call AI to enrich contacts, summarize meeting notes, prioritize leads, or draft replies. For example, AI can read an incoming email, extract contact details, score the lead, and create a Solve360 contact with a recommended next-step — all automatically.
Common integrations include web forms, email, payment processors, helpdesk systems, Slack, Google Workspace, and billing tools. Typical setups take minutes to an hour, depending on the number of steps. No coding is required.
Yes. viaSocket connects through standard API methods and OAuth where available, uses encryption in transit, and only accesses the accounts you authorize. Role-based access and scoped permissions keep integrations limited to required data.
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 viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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