Connect actiTIME and Close to Build Intelligent Automations
Choose a Trigger
When this happens...
Task Created
Task Updated
Task Deleted
Project Created
Project Updated
Project Deleted
Customer Created
Customer Updated
Customer Deleted
User Created
Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
Ready to use actiTIME and Close automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Task Created
Triggers when a new task created.
Task Updated
Triggers when an existing task updated.
Task Deleted
Triggers when an existing task deleted.
Project Created
Triggers when a new project created.
Project Updated
Triggers when an existing poject update.
Project Deleted
Triggers when an existing poject delete.
Do thisActions
Action is the task that follows automatically within your actiTIME integrations.
Create Task
Create a new task in actiTIME for a selected project, with optional description, deadline, estimate, and type of work.
Create Project
Creates a new project in actiTIME for a selected customer, with an optional description.
Create Customer
Create a new customer in actiTIME using the provided name and optional description.
Modify Time-Track
Replace a user's tracked time for a specific task on a given date and optionally save a comment.
Find Customer
Search customers by name. Returns all customers if no name is provided; returns a message when no match is found.
Find Project
Returns projects for a selected customer and optionally filters results by project name.
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Frequently Asked Questions
To start, connect both your actiTIME and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in actiTIME triggers actions in Close (or vice versa).
Absolutely. You can customize how actiTIME data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.
The data sync between actiTIME and Close 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 actiTIME and Close. 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.
About actiTIME
Actitime is a comprehensive time tracking and project management tool designed to help businesses streamline their workflow and improve productivity. It offers features like task management, time tracking, and reporting to ensure efficient project execution.
Learn MoreAbout Close
Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.
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