Connect Solve CRM and Pinata to Build Intelligent Automations

Choose a Trigger

Solve CRM

When this happens...

Choose an Action

Pinata

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Company

New Company

Triggered when a new company record is created in Solve360.

New Contacts

New Contacts

Triggers when you add a new contact.

New Tagged Contact

New Tagged Contact

Triggers when a specific tag is applied to a contact.

Update Contact

Update Contact

Triggers when update a contact.

New Public File

New Public File

Trigger When a New Public File is uploaded .

New Public Group

New Public Group

Triggers when a New Public Group created.

Do thisActions

Action is the task that follows automatically within your Solve CRM integrations.

Create a Company

Create a Company

Creates a new company record in Solve360.

Create a Contact

Create a Contact

Creates a new contact in Solve360.

List Contact

List Contact

List all contact.

List Ownership

List Ownership

List all Ownership

List Category Tags

List Category Tags

Returns a collection of available contact tags.

List Fields

List Fields

Returns a collection of available contact fields.

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Frequently Asked Questions

How do I start an integration between Solve CRM and Pinata?

To start, connect both your Solve CRM and Pinata accounts to viaSocket. Once connected, you can set up a workflow where an event in Solve CRM triggers actions in Pinata (or vice versa).

Can we customize how data from Solve CRM is recorded in Pinata?

Absolutely. You can customize how Solve CRM data is recorded in Pinata. This includes choosing which data fields go into which fields of Pinata, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Solve CRM and Pinata?

The data sync between Solve CRM and Pinata typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Solve CRM to Pinata?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Solve CRM and Pinata?

Yes, you can set conditional logic to control the flow of data between Solve CRM and Pinata. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Solve CRM

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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Pinata

About Pinata

Pinata is a cloud-based platform that simplifies the process of uploading and managing files on the IPFS (InterPlanetary File System) network. It offers secure, decentralized storage solutions with seamless API integration, making it ideal for developers, content creators, and businesses managing large amounts of data.

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