Integrations ITM Platform accountedge
ITM Platform + accountedge

Connect ITM Platform and accountedge to Build Intelligent Automations

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ITM Platform

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Choose an Action

accountedge

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Enable Integrations or automations with these events of ITM Platform and accountedge

Enable Integrations or automations with these events of ITM Platform and accountedge

Actions

Create Task

Create Task

Create a task in a project with name, details, type, priority, status, start date and end date

Request a new Action for ITM Platform

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Frequently Asked Questions

How do I start an integration between ITM Platform and accountedge?

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

Can we customize how data from ITM Platform is recorded in accountedge?

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

How often does the data sync between ITM Platform and accountedge?

The data sync between ITM Platform and accountedge 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 ITM Platform to accountedge?

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 ITM Platform and accountedge?

Yes, you can set conditional logic to control the flow of data between ITM Platform and accountedge. 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.

ITM Platform

About ITM Platform

ITM Platform is a project, program, and portfolio management solution with no onboarding hassle.

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accountedge

About accountedge

AccountEdge Connect is a web-companion tool for AccountEdge; Premium Mac and Windows accounting for small businesses in the US and Canada.

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