
When this happens...

Automatically do this!
Add Lead
Add Contract
Add Customer
Add Estimate
Add Project
Add Proposal
Add Task
Add Ticket
Add Timesheet
Find or Create Customer
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new lead is created
Triggers when a new contact is created
Triggers when a new customer is added
Triggers when a new estimate is created
Triggers when a new invoice is cretaed
Triggers when a new proposal is created
Action is the task that follows automatically within your Nifty integrations.
Creates a new task in a specific project or workspace.
Creates a new project within an organization or team.
Creates a new milestone to track project progress.
This endpoint fetch the user information.
creates new portfolio
creates a new document.

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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 Nifty and Webtiger accounts to viaSocket. Once connected, you can set up a workflow where an event in Nifty triggers actions in Webtiger (or vice versa).
Absolutely. You can customize how Nifty data is recorded in Webtiger. This includes choosing which data fields go into which fields of Webtiger, setting up custom formats, and filtering out unwanted information.
The data sync between Nifty and Webtiger 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 Nifty and Webtiger. 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.
Nifty is a project management and team collaboration tool designed to streamline your workflow and enhance productivity. It offers features such as task management, time tracking, project timelines, and team communication to help you manage your projects efficiently.
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