Integrations ITM Platform Smarty Accounting
ITM Platform + Smarty Accounting

Connect ITM Platform and Smarty Accounting to Build Intelligent Automations

Choose a Trigger

ITM Platform

When this happens...

Choose an Action

Smarty Accounting

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Enable Integrations or automations with these events of ITM Platform and Smarty Accounting

Enable Integrations or automations with these events of ITM Platform and Smarty Accounting

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 Smarty Accounting?

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

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

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

How often does the data sync between ITM Platform and Smarty Accounting?

The data sync between ITM Platform and Smarty Accounting 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 Smarty Accounting?

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 Smarty Accounting?

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

About Smarty Accounting

Smarty Accounting is a comprehensive accounting and invoicing software for SMEs. The platform can monitor your ban account and remind clients about overdue payments, minimising the amount of accounting work you do.

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