Connect quickfile and ITM Platform to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for quickfile
Choose an Action
Automatically do this!
Create Task
Enable Integrations or automations with these events of quickfile and ITM Platform
Enable Integrations or automations with these events of quickfile and ITM Platform
Actions
Create Task
Create a task in a project with name, details, type, priority, status, start date and end date
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
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- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your quickfile and ITM Platform accounts to viaSocket. Once connected, you can set up a workflow where an event in quickfile triggers actions in ITM Platform (or vice versa).
Absolutely. You can customize how quickfile data is recorded in ITM Platform. This includes choosing which data fields go into which fields of ITM Platform, setting up custom formats, and filtering out unwanted information.
The data sync between quickfile and ITM Platform 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 quickfile and ITM Platform. 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 quickfile
UK based cloud accounting software. Manage your accounts and bookkeeping in the cloud. QuickFile is simple to use, fast and free!
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ITM Platform is a project, program, and portfolio management solution with no onboarding hassle.
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