Connect CleverReach and ITM Platform to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for CleverReach
Choose an Action
Automatically do this!
Create Task
Enable Integrations or automations with these events of CleverReach and ITM Platform
Enable Integrations or automations with these events of CleverReach and ITM Platform
Actions
Get Forms
Get all existing forms
Create Task
Create a task in a project with name, details, type, priority, status, start date and end date
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Frequently Asked Questions
To start, connect both your CleverReach and ITM Platform accounts to viaSocket. Once connected, you can set up a workflow where an event in CleverReach triggers actions in ITM Platform (or vice versa).
Absolutely. You can customize how CleverReach data is recorded in ITM Platform. This includes choosing which data fields go into which fields of ITM Platform, setting up custom formats, and filtering out unwanted information.
The data sync between CleverReach and ITM Platform 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 CleverReach and ITM Platform. 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 CleverReach
CleverReach is a powerful email marketing tool designed to help businesses create, send, and analyze email campaigns with ease. It offers a range of features including customizable templates, automation, and detailed analytics to optimize your email marketing efforts.
Learn MoreAbout ITM Platform
ITM Platform is a project, program, and portfolio management solution with no onboarding hassle.
Learn More
