Solve CRM

Solve CRM Help & Support

What Solve360 Triggers and Actions are Supported?

Supported Triggers#

  • New Workgroup - Triggers when you add a new workgroup.
  • New Company - Triggers when you add a new company.
  • New Tagged Contact (Beta) - Triggers when a specific tag is applied to a contact.
  • New Tagged Contact - Triggers when a specific tag is applied to a contact.
  • New Contact - Triggers when you add a new contact.
  • New User - Triggers when you add a new user account.

Supported Actions#

  • Create Company - Create a new company.
  • Create Contact - Create a new contact.
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How to Get Started with Solve360

The first thing you'll need to do to get started with hooking up Solve360 with Zapier and hundreds of other services is to add your Solve360 Account to Zapier. Click to add a Solve360 account in your Zap.

Connect Solve360 to Zapier

Next you will give your new Account a name or label, which is just a handy name for you to recognize within Zapier. It doesn't matter what you name it.

Give your Solve360 account a title

You should then get a pop-up window from Solve360 asking you to log-in to authorize the connection between that Solve360 account and Zapier. If you are already logged in the pop up will show right away.

Log into your Solve360 account

Next you will retrieve your API key from Solve360. The API token is usually found in More (top right) > My Account > API Token.

Retrieve your Solve360 API key

After retrieving your API token, enter it into the "API Token" field under your Account title field.

Zapier tests your account

Confirming your Solve360 API key finishes the process! Your Solve360 account is now connected to Zapier.

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Common Problems with Solve360

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.

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