
When this happens...
New Company
New Contacts
New Tagged Contact
Update Contact

Automatically do this!
Create Agent
Update Agent
Create External Function
Update External Function
Delete External Function
Create PlayNote
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new company record is created in Solve360.
Triggers when you add a new contact.
Triggers when a specific tag is applied to a contact.
Triggers when update a contact.
Action is the task that follows automatically within your Solve CRM integrations.
Creates a new company record in Solve360.
Creates a new contact in Solve360.
List all contact.
List all Ownership
Returns a collection of available contact tags.
Returns a collection of available contact fields.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Solve CRM and Play AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Solve CRM triggers actions in Play AI (or vice versa).
Absolutely. You can customize how Solve CRM data is recorded in Play AI. This includes choosing which data fields go into which fields of Play AI, setting up custom formats, and filtering out unwanted information.
The data sync between Solve CRM and Play AI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Solve CRM and Play AI. 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.
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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