Connect ITM Platform and exly to Build Intelligent Automations

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ITM Platform

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exly

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

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

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 exly?

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

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

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

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

The data sync between ITM Platform and exly 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 exly?

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 exly?

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

About exly

An all-in-one solution built to help enterprises run businesses & manage their community using our sales and marketing suite and robust CRM.

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