Connect Truffle AI and Solve CRM
Integrate Truffle AI with Solve CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Truffle AI + Solve CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Truffle AI
When this happens...
- Request a new Trigger for Truffle AI
Choose an action
Solve CRM
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
List Agents from Truffle AI when New Company in Solve-crm
Use this flowGet Agent Details by ID from Truffle AI when New Company in Solve-crm
Use this flowCreate Agent in Truffle AI when New Company in Solve-crm
Use this flowRun Agent using Truffle AI when New Company in Solve-crm
Use this flowList Agents from Truffle AI when New Contacts in Solve CRM
Use this flowGet Agent Details by ID from Truffle AI when New Contacts in Solve CRM
Use this flowCreate Agent in Truffle AI when New Contacts in Solve CRM
Use this flowRun Agent using Truffle AI when New Contacts in Solve CRM
Use this flowList Agents from Truffle AI when New Tagged Contact in Solve-crm
Use this flowGet Agent Details by ID from Truffle AI when New Tagged Contact in Solve-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Truffle AI and Solve CRM.
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.
Do thisActions
Action is the task that follows automatically within your Truffle AI integrations.
List Agents
Retrieve a list of all agents
Get Agent Details by ID
Retrieve details of a specific agent by ID
Create Agent
Creates a new AI agent
Run Agent
Execute an agent with provided input
Create a Company
Creates a new company record in Solve360.
Create a Contact
Creates a new contact in Solve360.
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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From idea to automation.
AI will build it for you
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 Truffle AI
Truffle AI is a cutting-edge platform that leverages artificial intelligence to provide advanced analytics and insights for businesses. It helps organizations make data-driven decisions by analyzing large datasets and offering predictive analytics. With Truffle AI, users can optimize their operations, enhance customer experiences, and drive growth through intelligent data interpretation.
Learn more
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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Truffle AI and Solve CRM 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 Truffle AI and Solve CRM 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 Solve CRM. No coding required.
Yes. You can set up a workflow where Truffle AI triggers actions in Solve CRM, and a separate workflow where Solve CRM triggers actions in Truffle AI. 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 Truffle AI and Solve CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Truffle AI and Solve CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
