Integrations ITM Platform NoteForms
ITM Platform + NoteForms

Connect ITM Platform and NoteForms to Build Intelligent Automations

Choose a Trigger

ITM Platform

When this happens...

Choose an Action

NoteForms

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Enable Integrations or automations with these events of ITM Platform and NoteForms

Enable Integrations or automations with these events of ITM Platform and NoteForms

Actions

Create Task

Create Task

Create a task in a project with name, details, type, priority, status, start date and end date

Request a new Action for ITM Platform

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Frequently Asked Questions

How do I start an integration between ITM Platform and NoteForms?

To start, connect both your ITM Platform and NoteForms accounts to viaSocket. Once connected, you can set up a workflow where an event in ITM Platform triggers actions in NoteForms (or vice versa).

Can we customize how data from ITM Platform is recorded in NoteForms?

Absolutely. You can customize how ITM Platform data is recorded in NoteForms. This includes choosing which data fields go into which fields of NoteForms, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ITM Platform and NoteForms?

The data sync between ITM Platform and NoteForms typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ITM Platform to NoteForms?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ITM Platform and NoteForms?

Yes, you can set conditional logic to control the flow of data between ITM Platform and NoteForms. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

ITM Platform

About ITM Platform

ITM Platform is a project, program, and portfolio management solution with no onboarding hassle.

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NoteForms

About NoteForms

NoteForms is a versatile platform that combines note-taking and form creation, allowing users to seamlessly capture and organize information. Ideal for both personal and professional use, it streamlines the process of gathering and managing data.

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