Connect tabidoo and Solve CRM to Build Intelligent Automations
Ready to use tabidoo and Solve CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
Triggers when a new record is created.
Update Record
Triggers after a record being update .
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.
Do thisActions
Action is the task that follows automatically within your tabidoo 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 tabidoo and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in tabidoo triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how tabidoo 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 tabidoo 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 tabidoo 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 tabidoo
"Tabidoo is an intuitive and user-friendly online database management system designed to help you organize, store, and manage your data efficiently. With Tabidoo, you can easily create custom tables, manage relationships between data points, and collaborate seamlessly within your organization. Whether you're tracking projects, managing contacts, or handling inventory, Tabidoo simplifies data organization, making it accessible and manageable without the need for complex software or coding skills."
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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