Connect Swit and Solve CRM to Build Intelligent Automations
Ready to use Swit and Solve CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Idea
Triggers when a new idea is posted on a specific channel.
New Message
Triggers when a new message is posted on a specific channel.
New Comment on Task
Triggers when a new comment is posted to a specific task.
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.
Do thisActions
Action is the task that follows automatically within your Swit integrations.
Create Channel
Creates a channel in a workspace you select.
Create Idea
Posts an idea on a channel you select.
Create Message
Posts a message on a channel you select.
Create Project
Creates a project in a workspace you select.
Create Task
Creates a task in a project you select.
Create Comment on Task
Posts a comment to a task you select.
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Frequently Asked Questions
To start, connect both your Swit and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Swit triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how Swit data is recorded in Solve CRM. This includes choosing which data fields go into which fields of Solve CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Swit and Solve CRM 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 Swit and Solve CRM. 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 Swit
Swit is one work suite for Chat and Project Management. With Swit, you can replace other team collaboration tools.
Learn MoreAbout 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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