Connect Drift and Simplicate to Build Intelligent Automations

Choose a Trigger

Drift

When this happens...

Choose an Action

Simplicate

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project Created

New Project Created

Triggers when a new project is created.

Project Updated

Project Updated

Triggers when an existing project is updated.

New Employees

New Employees

Triggers when a new employees created.

New Hours

New Hours

Triggers when new hours are created.

New Invoice

New Invoice

Triggers when new invoice are created.

Invoices Sent

Invoices Sent

Triggers when invoices are sent.

Do thisActions

Action is the task that follows automatically within your Drift integrations.

Update Known Contact

Update Known Contact

Updates an existing contact.

Create or Update Contact From External

Create or Update Contact From External

Creates or updates a contact.

Find User by End User Id

Find User by End User Id

Lookup User information by their end user id.

Find User by Anonymous Id

Find User by Anonymous Id

Lookup data for an existing user by their anonymous id.

List All Organization

List All Organization

Retrieves the details of all organization

List All Expenses

List All Expenses

Retrieves the details of all expenses of employees

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Frequently Asked Questions

How do I start an integration between Drift and Simplicate?

To start, connect both your Drift and Simplicate accounts to viaSocket. Once connected, you can set up a workflow where an event in Drift triggers actions in Simplicate (or vice versa).

Can we customize how data from Drift is recorded in Simplicate?

Absolutely. You can customize how Drift data is recorded in Simplicate. This includes choosing which data fields go into which fields of Simplicate, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Drift and Simplicate?

The data sync between Drift and Simplicate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Drift to Simplicate?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Drift and Simplicate?

Yes, you can set conditional logic to control the flow of data between Drift and Simplicate. 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.

Drift

About Drift

Drift is a conversational marketing and sales platform that helps businesses connect with their customers in real-time through chat, email, video, and more. It enables companies to engage with website visitors, qualify leads, and accelerate the sales cycle.

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Simplicate

About Simplicate

Simplicate is a comprehensive business management platform designed to streamline and optimize various business processes, including project management, CRM, time tracking, and invoicing. It offers an intuitive interface and robust features to help businesses improve efficiency and productivity.

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