
When this happens...
New Ideas
Recently Updated Ideas

Automatically do this!
Create an Organization
Create or Edit an Invoice
Create a Product/Service
Create a Client
Update a Client
Update a Product/Service
Update an Organization
Delete a Client
Delete an Invoice
Delete an Organization
Delete a Product/Service
Finalize an Invoice
Find a Product/Service
Find an Organization
Find an Invoice
Find a Client
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new idea is created.
Fetch ideas from the selected mission that were updated within the specified recent time window, returned newest first.
Action is the task that follows automatically within your Ideanote integrations.
Add a new idea to a chosen Ideanote mission with title, description, optional owner and attachments; returns the created idea's details.
Create a new IdeaNote user account and optionally send an invitation email with a custom message.
Create an organization.
Create or Edit an invoice with an amount in TTC/HT.
Createa product/service.
Create a Client.

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To start, connect both your Ideanote and sinao accounts to viaSocket. Once connected, you can set up a workflow where an event in Ideanote triggers actions in sinao (or vice versa).
Absolutely. You can customize how Ideanote data is recorded in sinao. This includes choosing which data fields go into which fields of sinao, setting up custom formats, and filtering out unwanted information.
The data sync between Ideanote and sinao 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 Ideanote and sinao. 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.
Ideanote is an easier and faster way for companies to collect, collaborate and act on ideas from customers and employees.
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