Enable Integrations or automations with these events of ITM Platform and marketsharp
Create a task in a project with name, details, type, priority, status, start date and end date
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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 ITM Platform and marketsharp accounts to viaSocket. Once connected, you can set up a workflow where an event in ITM Platform triggers actions in marketsharp (or vice versa).
Absolutely. You can customize how ITM Platform data is recorded in marketsharp. This includes choosing which data fields go into which fields of marketsharp, setting up custom formats, and filtering out unwanted information.
The data sync between ITM Platform and marketsharp 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 marketsharp. 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 is a project, program, and portfolio management solution with no onboarding hassle.
Learn MoreMarketSharp is a CRM program for contractors, remodelers, and home improvement professionals. It helps companies organize their leads, customers, and jobs, as well as automate their business processes.
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