Solve CRM

CRM, Project Management

Way We Do

Productivity, App Builder

Integrations Solve CRM Way We Do

Create integrations between Solve CRM and Way We Do

Create a Company in Solve360 when New Comment in Way We Do

Create a Contact in Solve CRM when New Comment in Way We Do

Create a Company in Solve360 when Checklist Started in Way-we-do

Create a Contact in Solve CRM when Checklist Started in Way-we-do

Create a Company in Solve360 when Checklist Step Completed in Way We Do

Create a Contact in Solve CRM when Checklist Step Completed in Way We Do

Create a Company in Solve360 when Procedure Accepted in Way We Do

Create a Contact in Solve CRM when Procedure Accepted in Way We Do

Create a Company in Solve360 when Supervisor SignOff Invite in Way-we-do

Create a Contact in Solve CRM when Supervisor SignOff Invite in Way-we-do

Actions and Triggers

Triggers

New Company

Triggered when a new company record is created in Solve360.

New Contacts

Here you will get recent contacts

New Comment

Triggers when a new comment is added to a checklist.

Checklist Started

Triggers when a checklist instance is started.

Checklist Step Completed

Triggers when a checklist instance step is completed.

Procedure Accepted

Triggers when a procedure has been accepted.

Actions

Create a Company

Creates a new company record in Solve360.

Create a Contact

Creates a new contact in Solve360.

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

Are you looking to automate your day-to-day tasks and save time for other important stuff? Well, you’re in the right place! .

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5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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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.

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 Way We Do

Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.

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