Connect Solve CRM and SureCart to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company
New Contacts
New Tagged Contact
Update Contact
Choose an Action
Automatically do this!
Find Affiliation
Find Affiliation Request
Find Checkout
Find Coupon
Find Customer
Get Orders
Find Manual Payment Method
Find Payout
Find Price
Find Product
Find Promotion
Find Referral
Get Subscriptions
Get Account Details
Retrieves price
Update Price
Duplicate Prices
Retrieve Order Protocol
Retrieve Brands
Retrieves account's custome
Retrieves details of the current account
Get details of the current account abandoned
Retrieves account's affiliation protocol
Retrieves current account's tax protocol
Retrieves account's subscription protocol
Retrieves account's customer notification protocol
Retrieves current account's portal protocol
Update Account
Update Brand
Creates Display Currency
Create Export
Creates Transaction Balance
Creates Verification Code
Create Coupon
Creates Download
Create Product Group
Create Promotion
Create Customer
Create Affiliation
Create a Referral
Update a Referral
Approve Referral
Create Tax Override
Updates Tax Override
Creates Cancellation Reason
Update a Cancellation Reason
Update Shipping Protocol
Deactivate Affiliation
Activate Affiliation
Create Manual Payment Method
Update Manual Payment Method
Update Customer Notification
Update a Download
Delete Download
Delete Customer
Ready to use Solve CRM and SureCart automations
Actions and Triggers
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.
Affiliation Request Created
Triggers when a affiliation request is created.
Customer Created
Triggers when a Customer 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.
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Frequently Asked Questions
To start, connect both your Solve CRM and SureCart accounts to viaSocket. Once connected, you can set up a workflow where an event in Solve CRM triggers actions in SureCart (or vice versa).
Absolutely. You can customize how Solve CRM data is recorded in SureCart. This includes choosing which data fields go into which fields of SureCart, setting up custom formats, and filtering out unwanted information.
The data sync between Solve CRM and SureCart 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 SureCart. 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.
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 MoreAbout SureCart
The new way to sell on WordPress. A simple yet powerful e-commerce platform designed to grow your business by effortlessly selling online.
Learn More
