Enable Integrations or automations with these events of 7Shifts and salesoptima
Retrieves either scheduled or actual hours and wages
List Departments for a company.
List Locations for a company.
Lists roles for a company.
Retrieve a specific user by User ID
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your 7Shifts and salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in 7Shifts triggers actions in salesoptima (or vice versa).
Absolutely. You can customize how 7Shifts data is recorded in salesoptima. This includes choosing which data fields go into which fields of salesoptima, setting up custom formats, and filtering out unwanted information.
The data sync between 7Shifts and salesoptima 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 7Shifts and salesoptima. 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.
7shifts offers robust settings for managing labor visibility and schedule configuration, including Time Clocking and integration settings for tracking labor data and hiding certain staff members from the schedule.
Learn MoreSalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
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