Connect Solve CRM and Zite
Integrate Solve CRM with Zite to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Solve CRM + Zite flows
Start from a real workflow other teams are already running.
Choose a trigger
Solve CRM
When this happens...
New Company
New Contacts
New Tagged Contact
Update Contact
Choose an action
Zite
Automatically do this!
Create Record
List Records
List Databases, Tables, or Records
Delete Record
Delete Records
Execute SQL Query
Retrieve Database Schema
Add Field
List Table Fields
Update Table Field
Delete Field
Create Table
Delete Table
Create Database
Delete Database
Update Record
Create Table in Zite when New Tagged Contact in Solve-crm
Use this flowDelete Field from Zite when New Company in Solve-crm
Use this flowUpdate Table Field in Zite when Update Contact in Solve CRM
Use this flowUpdate Table Field in Zite when New Tagged Contact in Solve-crm
Use this flowCreate Record in Zite when New Tagged Contact in Solve-crm
Use this flowDelete Table from Zite when New Company in Solve-crm
Use this flowAdd Field to Zite when New Tagged Contact in Solve-crm
Use this flowDelete Table from Zite when Update Contact in Solve CRM
Use this flowRetrieve Database Schema from Zite when New Contacts in Solve CRM
Use this flowExecute SQL Query on Zite when Update Contact in Solve CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Solve CRM and Zite.
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.
New Records or Updated
Triggers when a new article is created in Zite.
When an Record is Created
Runs the workflow automatically whenever an existing article is updated in Zite.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn more
About Zite
Zite is an AI-powered no-code app builder that helps businesses create custom apps, workflows, dashboards, portals, CRMs, and databases using plain-language prompts.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Solve CRM and Zite accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Solve CRM and Zite as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zite. No coding required.
Yes. You can set up a workflow where Solve CRM triggers actions in Zite, and a separate workflow where Zite triggers actions in Solve CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Solve CRM and Zite. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Solve CRM and Zite integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
