Enable Integrations or automations with these events of Runn and PocketGuard
Create a new Runn project for the chosen client, with optional budget, team, and rate settings.
Create a new client in Runn using a name and optional website.
Add a person to Runn so they can be assigned a role, team, and schedule.
Create a new role in Runn to assign to people and projects.
Add a new skill to Runn so you can assign and track expertise.
Add a person to a project for selected dates with daily time, role, and billable status.
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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 Runn and PocketGuard accounts to viaSocket. Once connected, you can set up a workflow where an event in Runn triggers actions in PocketGuard (or vice versa).
Absolutely. You can customize how Runn data is recorded in PocketGuard. This includes choosing which data fields go into which fields of PocketGuard, setting up custom formats, and filtering out unwanted information.
The data sync between Runn and PocketGuard 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 Runn and PocketGuard. 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.
Runn is a powerful tool designed to streamline project management and resource planning. It offers intuitive features for scheduling, tracking, and forecasting, making it ideal for teams looking to optimize their workflow and resource allocation.
Learn MorePocketGuard is a personal finance and budgeting app that helps users track spending, manage subscriptions, and optimize their savings. It connects securely to bank accounts and credit cards, providing insights into cash flow, bills, and budget limits to help users take control of their financial health.
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