
When this happens...

Automatically do this!
Create Project
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new project is created.
Action is the task that follows automatically within your Expiration Reminder integrations.
Adds a new contact to your account.
Adds a new project into your account.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Expiration Reminder and Worksection accounts to viaSocket. Once connected, you can set up a workflow where an event in Expiration Reminder triggers actions in Worksection (or vice versa).
Absolutely. You can customize how Expiration Reminder data is recorded in Worksection. This includes choosing which data fields go into which fields of Worksection, setting up custom formats, and filtering out unwanted information.
The data sync between Expiration Reminder and Worksection 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 Expiration Reminder and Worksection. 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.
Automatically track and manage expiration dates for various items such as contracts, licenses, insurances, and more to ensure timely renewals and compliance.
Learn MoreWorksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.
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