Solve CRM connector for Okou
Connect Solve CRM to read and manage contacts, companies, project blogs, tickets, activities, metadata, and activity reports.
Sales & operations · API Token (HTTP Basic)
Use Solve CRM in Okou
Solve CRM (Solve360) REST API for contacts, companies, project blogs, tickets, activities, metadata, and reports.
Once connected, supported Solve CRM actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Solve CRM
- Read Solve CRM contact, company, project blog, and ticket collections and records.
- Read Solve CRM contact categories, field definitions, users, and workgroups.
- Read Solve CRM next actions, calendar, follow-ups, opportunities, activity, and time-tracking reports.
- Create a Solve CRM contact category tag.
How the Solve CRM connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Solve CRM
Choose API Token (HTTP Basic).
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Solve CRM securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API Token (HTTP Basic)
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What Solve CRM covers
The topics this connector's published operations touch.
- crm
- contacts
- companies
- tickets
- project blogs
- activities
Solve CRM connector questions
- What can Okou do with Solve CRM?
- Connect Solve CRM to read and manage contacts, companies, project blogs, tickets, activities, metadata, and activity reports. Documented actions include: Read Solve CRM contact, company, project blog, and ticket collections and records. Read Solve CRM contact categories, field definitions, users, and workgroups.
- How do I connect Solve CRM to Okou?
- Connect Solve CRM using API Token (HTTP Basic). The connection controls which supported actions a workflow can use.
- Can Solve CRM run in an automated workflow?
- Yes. After it is connected, supported Solve CRM actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
More sales & operations connectors
Explore other connectors in the same product category.
Sperse
Connect your Sperse account to read and manage CRM contacts, leads, products, invoices, subscriptions, and reference data through the Sperse API.
Sollit (2Solar)
Connect Sollit (formerly 2Solar) to read solar-installation people, designs, materials, quotes, statuses, products, clients, and Products API logs through its official APIs.
Splynx
Connect Splynx to read and manage ISP customers, services, billing, CRM, networking, support, and communications through its official API v2.
