Enable Integrations or automations with these events of Connecteam and Simplifi by Quicken
Triggers when a new user is created.
Triggers when an existing user updated.
Triggers when user was archived in the system.
Triggers when user was restored from archived .
Triggers when an existing user deleted.
Triggers when an existing user was promoted from 'user' to 'admin'.
Create a new user
Create new note on the profile of the specified user.
Archive individual or multiple users associated with the account by their unique userID.
Create a new job in a app.
Record the start time for the work period of an employee. The start time is automatically captured when the call is executed.
Record the end time for the work period of an employee. The end time is automatically captured when the call is executed. The clock-out will be associated with the current open shift.
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To start, connect both your Connecteam and Simplifi by Quicken accounts to viaSocket. Once connected, you can set up a workflow where an event in Connecteam triggers actions in Simplifi by Quicken (or vice versa).
Absolutely. You can customize how Connecteam data is recorded in Simplifi by Quicken. This includes choosing which data fields go into which fields of Simplifi by Quicken, setting up custom formats, and filtering out unwanted information.
The data sync between Connecteam and Simplifi by Quicken 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 Connecteam and Simplifi by Quicken. 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.
Connecteam is a comprehensive platform designed to streamline business operations by providing tools for communication, task management, scheduling, and more. It is ideal for businesses looking to enhance team collaboration and improve productivity through a centralized app.
Learn MoreSimplifi by Quicken is a personal finance management tool designed to help users track their spending, budget effectively, and achieve their financial goals. It offers features such as real-time updates on financial accounts, customizable budgets, and insightful reports to simplify financial planning.
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