Integrate the Solve CRM API with the Formatting API

Setup the Solve CRM API trigger to run a workflow which integrates with the Formatting API. Pipedream's integration platform allows you to integrate Solve CRM and Formatting remarkably fast. Free for developers.

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Popular Ways to Connect Solve CRM with Formatting#

[Text] Convert Markdown to HTML with Formatting API on New User Created from Solve CRM API

Solve CRM + Formatting

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[Data] Convert JSON to String with Formatting API on New Company Created (Instant) from Solve CRM API

Solve CRM + Formatting

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[Data] Convert JSON to String with Formatting API on New Contact Created (Instant) from Solve CRM API

Solve CRM + Formatting

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[Data] Convert JSON to String with Formatting API on New Contact Tagged (Instant) from Solve CRM API

Solve CRM + Formatting

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[Data] Convert JSON to String with Formatting API on New User Created from Solve CRM API

Solve CRM + Formatting

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Popular Solve CRM and Formatting Triggers#

New Company Created (Instant) from the Solve CRM API

Emit new event for each new company created. See the docs here

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New Contact Created (Instant) from the Solve CRM API

Emit new event for each new contact created. See the docs here

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New Contact Tagged (Instant) from the Solve CRM API

Emit new event when the specified tag is added to a contact. See the docs here

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New User Created from the Solve CRM API

Emit new event for each new user created. See the docs here

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Popular Solve CRM and Formatting Actions#

Create Contact with the Solve CRM API

Create a new contact. See the docs here

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[Data] Convert JSON to String with the Formatting API

Convert an object to a JSON format string

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[Data] Parse JSON with the Formatting API

Parse a JSON string

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[Date/Time] Add/Subtract Time with the Formatting API

Add or subtract time from a given input

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[Date/Time] Compare Dates with the Formatting API

Get the duration between two dates in days, hours, minutes, and seconds along with checking if they are the same.

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Overview of Solve CRM#

The Solve CRM API offers a variety of endpoints to manage customer relationships and sales processes programmatically. It enables users to create, read, update, and delete customer data, manage projects, track email communication, and automate workflows involving contacts and companies. Pipedream harnesses this power, allowing you to connect Solve CRM with a myriad of other apps and services to streamline sales pipelines, enhance customer engagement, and automate routine tasks.

Connect Solve CRM#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    solve_crm: {
      type: "app",
      app: "solve_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://secure.solve360.com/contacts`,
      auth: {
        username: `${this.solve_crm.$auth.email}`,
        password: `${this.solve_crm.$auth.api_token}`,
      },
    })
  },
})

Connect Formatting#

export default defineComponent({
  async run({ steps, $ }) {
    const text = ' Hello world! ';
    return text.trim()
  },
})

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