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 Slack API
Setup the Solve CRM API trigger to run a workflow which integrates with the Slack API. Pipedream's integration platform allows you to integrate Solve CRM and Slack remarkably fast. Free for developers.
Popular Ways to Connect Solve CRM with Slack#
Popular Solve CRM and Slack Triggers#
Emit new event when a new message is posted to one or more channels
Emit new event for each new company created. See the docs here
Emit new event for each new contact created. See the docs here
Emit new event when the specified tag is added to a contact. See the docs here
Popular Solve CRM and Slack Actions#
Send a message to a public channel and customize the name and avatar of the bot that posts the message. See postMessage or scheduleMessage docs here
Send a message to a private channel and customize the name and avatar of the bot that posts the message. See postMessage or scheduleMessage docs here
Send a direct message to a single user. See postMessage or scheduleMessage docs here
Configure custom blocks and send to a channel, group, or user. See Slack's docs for more info.
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}`,
},
})
},
})
Overview of Slack#
The Pipedream Slack app enables you to build event-driven workflows that interact with the Slack API. When you authorize the Pipedream app's access to your workspace, you can use Pipedream workflows to perform common Slack actions, or write your own code against the Slack API.
The Pipedream Slack app is not a typical app. You don't interact with it directly as a bot, and it doesn't add custom functionality to your workspace out of the box. It makes it easier to automate anything you'd typically use the Slack API for, using Pipedream workflows.
- Automate posting updates to your team channels
- Create a bot to answer common questions
- Integrate with your existing tools and services
- And much more!
Connect Slack#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
slack: {
type: "app",
app: "slack",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://slack.com/api/users.profile.get`,
headers: {
Authorization: `Bearer ${this.slack.$auth.oauth_access_token}`,
},
})
},
})
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