
When this happens...

Automatically do this!
Create Task
Create Project
Create Customer
Modify Time-Track
Find Customer
Find Project
Find Task
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new task created.
Triggers when an existing task updated.
Triggers when an existing task deleted.
Triggers when a new project created.
Triggers when an existing poject update.
Triggers when an existing poject delete.
Action is the task that follows automatically within your Leadsquared integrations.
Create a new lead in LeadSquared
Find a lead by Lead ID, email, or phone.
Find leads that match one or more phone numbers and return either basic or full lead details.
Create an activity on a lead.
This action searches lead based on many criteria i.e. the fields in used in the leads. This include various types of ids, phone numbers, email and much more.
Retrieve leads modified between two dates and return selected fields with optional sorting and pagination.
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To start, connect both your Leadsquared and actiTIME accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadsquared triggers actions in actiTIME (or vice versa).
Absolutely. You can customize how Leadsquared data is recorded in actiTIME. This includes choosing which data fields go into which fields of actiTIME, setting up custom formats, and filtering out unwanted information.
The data sync between Leadsquared and actiTIME 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 Leadsquared and actiTIME. 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.
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