Connect Privyr and Worksection to Build Intelligent Automations

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Privyr

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Worksection

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

Triggers when a new project is created.

New Project Task

New Project Task

Retrieve tasks created within a recent time window for the selected project.

New Comment in Task

New Comment in Task

Detects new comments added to a selected task in a project and returns their details.

Task Completed in Project

Task Completed in Project

Return tasks from the selected project that were marked done within the specified recent time period.

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Do thisActions

Action is the task that follows automatically within your Privyr integrations.

Create Client

Create Client

Creates a new client

Create Project

Create Project

Adds a new project into your account.

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Frequently Asked Questions

How do I start an integration between Privyr and Worksection?

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

Can we customize how data from Privyr is recorded in Worksection?

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

How often does the data sync between Privyr and Worksection?

The data sync between Privyr and Worksection 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 Privyr to Worksection?

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 Privyr and Worksection?

Yes, you can set conditional logic to control the flow of data between Privyr and Worksection. 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.

Privyr

About Privyr

Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.

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Worksection

About Worksection

Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.

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