Slack

Solve CRM

CRM, Project Management

Slack

Plane.so

Project Management, Productivity

Create integrations between Solve CRM and Plane.so

Actions and Triggers

Triggers

Solve CRM

New Company

Triggered when a new company record is created in Solve360.

Solve CRM

New Contacts

Here you will get recent contacts

Solve CRM

New Issue Created

This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.

Actions

Solve CRM

Create a Company

Creates a new company record in Solve360.

Solve CRM

Create a Contact

Creates a new contact in Solve360.

Solve CRM

Add a Project

Add project in a workspace.

Solve CRM

Fetch all projects

Fetches a list of all projects within a specified workspace.

Solve CRM

Get Project Details

Get project details in a workspace.

Solve CRM

Update project details

Update a project in a workspace.

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.
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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.

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About Plane.so

Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.

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