
When this happens...
New Activity
New Account
New Calendar Item
New Contact
New Opportunity
New Sales Order
Activity Updated
Account Updated
Contact Updated
Opportunity Updated
Calendar Item Updated
Sales Order Updated

Automatically do this!
Create Customer
Create time entry
List customers
Create Project
Create Service
Create SubProject
List all projects
Create User
Update time off
Update a customer
Update project
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new activity is created.
Triggers when a new account is created.
Triggers when a new calendar item is created.
Triggers when a new contact is created.
Triggers when a new opportunity is created
Triggers when a new sales order is created.
Action is the task that follows automatically within your Sage Sales Management integrations.
Create Account in ForceManager
Create activity
Create Contact
Creates a new calendar item.
Creates a new opportunity.
Creates a new Sales Order

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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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 Sage Sales Management and Clockodo accounts to viaSocket. Once connected, you can set up a workflow where an event in Sage Sales Management triggers actions in Clockodo (or vice versa).
Absolutely. You can customize how Sage Sales Management data is recorded in Clockodo. This includes choosing which data fields go into which fields of Clockodo, setting up custom formats, and filtering out unwanted information.
The data sync between Sage Sales Management and Clockodo 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 Sage Sales Management and Clockodo. 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.
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
Learn MoreClockodo is a comprehensive time tracking software designed to help businesses efficiently manage and monitor employee work hours. It offers detailed reporting and seamless integration with various tools to streamline operations.
Learn More