Connect ITM Platform and Crystal Ball to Build Intelligent Automations
Enable Integrations or automations with these events of ITM Platform and Crystal Ball
Enable Integrations or automations with these events of ITM Platform and Crystal Ball
Actions
Create Task
Create a task in a project with name, details, type, priority, status, start date and end date
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.
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Frequently Asked Questions
To start, connect both your ITM Platform and Crystal Ball accounts to viaSocket. Once connected, you can set up a workflow where an event in ITM Platform triggers actions in Crystal Ball (or vice versa).
Absolutely. You can customize how ITM Platform data is recorded in Crystal Ball. This includes choosing which data fields go into which fields of Crystal Ball, setting up custom formats, and filtering out unwanted information.
The data sync between ITM Platform and Crystal Ball 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 ITM Platform and Crystal Ball. 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 ITM Platform
ITM Platform is a project, program, and portfolio management solution with no onboarding hassle.
Learn MoreAbout 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.
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