Connect ITM Platform and Vertex to Build Intelligent Automations
Enable Integrations or automations with these events of ITM Platform and Vertex
Enable Integrations or automations with these events of ITM Platform and Vertex
Actions
Create Task
Create a task in a project with name, details, type, priority, status, start date and end date
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Frequently Asked Questions
To start, connect both your ITM Platform and Vertex accounts to viaSocket. Once connected, you can set up a workflow where an event in ITM Platform triggers actions in Vertex (or vice versa).
Absolutely. You can customize how ITM Platform data is recorded in Vertex. This includes choosing which data fields go into which fields of Vertex, setting up custom formats, and filtering out unwanted information.
The data sync between ITM Platform and Vertex 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 Vertex. 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.
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About Vertex
Vertex is a leading provider of comprehensive tax technology solutions, helping businesses manage their tax compliance and streamline their tax processes. With a focus on delivering accurate and efficient tax solutions, Vertex offers a range of services including tax calculation, reporting, and compliance management for various industries.
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