
When this happens...
New Contact
New Task
Task Completion
Task Comment Added

Automatically do this!
Create a Lead
Create Contact
Create Account
Create Ticket
Create Opportunity
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is added to the organization.
Triggers when a new task is added to the project.
Triggers when a task is marked completed.
Triggers when a comment is added on task .
Runs when new lead is added
Triggers when a lead updates
Action is the task that follows automatically within your SmartTask integrations.
Retrieve all the list of organizatons
Creates a new task
Retrieve the list of users
Retrieve list of all projects
Adds a new comment to task
Creates a new contact

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To start, connect both your SmartTask and Sukam Apps CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartTask triggers actions in Sukam Apps CRM (or vice versa).
Absolutely. You can customize how SmartTask data is recorded in Sukam Apps CRM. This includes choosing which data fields go into which fields of Sukam Apps CRM, setting up custom formats, and filtering out unwanted information.
The data sync between SmartTask and Sukam Apps CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SmartTask and Sukam Apps CRM. 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.
SmartTask is an online work management tool helping teams streamline their communication and workflows.
Learn MoreSukam Apps CRM is an easy and powerful software designed to help your business grow. It is AI-powered and fully cloud-based, meaning you can manage your work from anywhere. Its main goal is to bring your Sales, Marketing, and Customer Support together in one place. With its advanced features, you can build stronger relationships with your customers, speed up your workflow, and boost your team's productivity. With Sukam Apps CRM, you can organize your business and run it the smart way.
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