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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Return clients added to the selected workspace within the specified recent time period.
New Project
Retrieve projects created in the selected workspace within the specified recent time window (in minutes).
New Tag
Retrieve tags in the selected workspace that were created within the last N minutes.
New Time Entry
Retrieve time entries created within the specified recent period, filtered by workspace, project, task, or tag.
New Time Entry Started
Trigger when new time entry is started
New Workspace
Trigger when new workspace is created.
Do thisActions
Action is the task that follows automatically within your CRM.io integrations.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
List All Tags
Retrieves the detail of all tags
Search Notes
Retrieve notes for a contact by email.
List All Companies
Retrieves the detail of all companies
List All Deals
Retrieves the detail of all deals
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Frequently Asked Questions
To start, connect both your CRM.io and Toggl Track accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Toggl Track (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in Toggl Track. This includes choosing which data fields go into which fields of Toggl Track, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and Toggl Track 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 CRM.io and Toggl Track. 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 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.
Learn MoreAbout Toggl Track
Toggl Track is a time tracking tool designed to help individuals and teams measure and manage their work hours effectively. It offers features like time tracking, reporting, and project management across web, desktop, and mobile platforms.
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