Solve CRM

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

Integrate the Solve CRM API with the PostgreSQL API

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

Create Contact with Solve CRM API on New Column from PostgreSQL API
PostgreSQL + Solve CRM
 
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Create Contact with Solve CRM API on New or Updated Row from PostgreSQL API
PostgreSQL + Solve CRM
 
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Create Contact with Solve CRM API on New Row Custom Query from PostgreSQL API
PostgreSQL + Solve CRM
 
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Create Contact with Solve CRM API on New Row from PostgreSQL API
PostgreSQL + Solve CRM
 
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Create Contact with Solve CRM API on New Table from PostgreSQL API
PostgreSQL + Solve CRM
 
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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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New Column from the PostgreSQL API

Emit new event when a new column is added to a table. See the documentation

 
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Create Contact with the Solve CRM API

Create a new contact. See the docs here

 
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Delete Row(s) with the PostgreSQL API

Deletes a row or rows from a table. See the documentation

 
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Execute Custom Query with the PostgreSQL API

Executes a custom query you provide. See the documentation

 
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Find Row with the PostgreSQL API

Finds a row in a table via a lookup column. See the documentation

 
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Find Row With Custom Query with the PostgreSQL API

Finds a row in a table via a custom query. See the documentation

 
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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

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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}`,
      },
    })
  },
})

Overview of PostgreSQL

On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.

Connect PostgreSQL

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import postgresql from "@pipedream/postgresql"

export default defineComponent({
  props: {
    postgresql,
  },
  async run({ steps, $ }) {
    // Component source code:
    // https://github.com/PipedreamHQ/pipedream/tree/master/components/postgresql

    const queryObj = {
      text: "SELECT NOW()",
      values: [], // Ignored since query does not contain placeholders
    };
    const { rows } = await this.postgresql.executeQuery(queryObj);
    return rows;
  },
})