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Solve CRM

Solve CRM is a platform that provides online CRM for businesses and professionals. Its purpose is to help users manage their customer relationships with ease. Solve CRM allows users to create and manage their CRM, integrate with various tools and platforms, and access analytics and insights.

Triggers

Trigger components allow you to start an automation flow when an event happens in the app.

Contact Created

Triggers when a contact is created in Solve CRM.

Actions

Action components allow you to perform operations on the app.

Create Activity

Create a new activity in Solve CRM linked to a parent item. See the docs here.

Create Category Tag

Create a new category tag. See the docs here.

Create Contact

Create a new contact. See docs here.

List Contacts

Fetch contacts from Solve CRM based on criteria. See the docs here.