Connect Clockodo and CRM.io to Build Intelligent Automations
Enable Integrations or automations with these events of Clockodo and CRM.io
Enable Integrations or automations with these events of Clockodo and CRM.io
Actions
Create Customer
Add a new customer with billing and status details and an optional note.
Create time entry
Add a work time entry with start and end times, project, customer, and billing details.
List customers
Retrieve all customers in your account.
Create Project
Create a customer project with optional dates, budget, and billing settings to track time and costs.
Create Service
Creates a new service.
Create SubProject
Create a subproject in a project with a name, billing, budget, and optional notes.
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Frequently Asked Questions
To start, connect both your Clockodo and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Clockodo triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how Clockodo data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Clockodo and CRM.io 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 Clockodo and CRM.io. 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 Clockodo
Clockodo is a comprehensive time tracking software designed to help businesses efficiently manage and monitor employee work hours. It offers detailed reporting and seamless integration with various tools to streamline operations.
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About CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
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