Connect Crystal Ball and TMETRIC to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Crystal Ball
Choose an Action
Automatically do this!
Get recent tasks
latest time entry
Get projects for time entry
Tags for time entry
Get statuses live
List time‑off requests
Get an invoice
List clients
List Managed Teams
Create Task
Create Project
Delete Invoice
Delete Timesheet
Delete Task by ID
Delete Time Entry
Update Invoice Status
Modify Task
Enable Integrations or automations with these events of Crystal Ball and TMETRIC
Enable Integrations or automations with these events of Crystal Ball and TMETRIC
Actions
List Annotations
List of all available Annotations in the cluster.
Create Annotation in Crystal Ball
Add an annotation in your account for an event.
Delete Annotation
Delete an annotation in your account for an event.
Change Annotation
Change an annotation in your account for an event.
Get recent tasks
List recently created or updated tasks
latest time entry
Fetch the most recently tracked time entry
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Crystal Ball and TMETRIC accounts to viaSocket. Once connected, you can set up a workflow where an event in Crystal Ball triggers actions in TMETRIC (or vice versa).
Absolutely. You can customize how Crystal Ball data is recorded in TMETRIC. This includes choosing which data fields go into which fields of TMETRIC, setting up custom formats, and filtering out unwanted information.
The data sync between Crystal Ball and TMETRIC 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 Crystal Ball and TMETRIC. 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 Crystal Ball
Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.
Learn MoreAbout TMETRIC
TMetric is a comprehensive time tracking software designed to help businesses and freelancers manage their time efficiently. It offers features such as time tracking, project management, team management, and reporting, making it an ideal tool for improving productivity and ensuring accurate billing.
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