Connect Sanchay Crm and actiTIME to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sanchay Crm
Choose an Action
Automatically do this!
Create Task
Create Project
Create Customer
Modify Time-Track
Find Customer
Find Project
Find Task
Ready to use Sanchay Crm and actiTIME automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Task Created
Triggers when a new task created.
Task Updated
Triggers when an existing task updated.
Task Deleted
Triggers when an existing task deleted.
Project Created
Triggers when a new project created.
Project Updated
Triggers when an existing poject update.
Project Deleted
Triggers when an existing poject delete.
Do thisActions
Action is the task that follows automatically within your Sanchay Crm integrations.
Add Contact
Create a new contact
Create a Lead
Add lead and set follow-up
Create Task
Create a task with due date
Create Product
Add a new product to CRM
Create Task
Create a new task in actiTIME for a selected project, with optional description, deadline, estimate, and type of work.
Create Project
Creates a new project in actiTIME for a selected customer, with an optional description.
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Frequently Asked Questions
To start, connect both your Sanchay Crm and actiTIME accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanchay Crm triggers actions in actiTIME (or vice versa).
Absolutely. You can customize how Sanchay Crm data is recorded in actiTIME. This includes choosing which data fields go into which fields of actiTIME, setting up custom formats, and filtering out unwanted information.
The data sync between Sanchay Crm and actiTIME 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 Sanchay Crm and actiTIME. 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 actiTIME
Actitime is a comprehensive time tracking and project management tool designed to help businesses streamline their workflow and improve productivity. It offers features like task management, time tracking, and reporting to ensure efficient project execution.
Learn More
