Integrate Seven Time and Personal Capital with viaSocket
Seven Time already connects with hundreds of apps. Personal Capital's automation is still on its way. Want to speed that up?
Supported Triggers & Actions
Everything you can automate between Seven Time and Personal Capital.
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is created in Seven Time.
New Project
Triggers when a new project is created in Seven Time.
New Time Log
Triggers when a new time log is created in Seven Time.
New Work Order
Triggers when a new work order is created in Seven Time.
New Task
Triggers when a new task is created in Seven Time.
New Contact Person
Triggers when a new contact person is created.
Do thisActions
Action is the task that follows automatically within your Seven Time integrations.
Create Contact Person
Creates a Contact Person in Seven Time.
Create Task
Create Task in Seven Time
Create Work Order
Creates a work order in Seven Time.
Create Time Log
Creates a time log in Seven Time.
Create Project
Creates a new project in Seven Time.
Update Customer
Update customer in Seven Time.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Seven Time
Seven Time is a comprehensive time tracking and project management tool designed to help businesses and teams efficiently manage their time and resources. It offers features such as time tracking, project management, invoicing, and reporting, making it an ideal solution for businesses looking to streamline their operations and improve productivity.
Learn moreSimilar apps
About Personal Capital
Personal Capital is a financial management platform that offers tools for tracking and managing personal finances, investments, and retirement planning. It provides users with insights into their financial health and helps them make informed decisions about their financial future.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Seven Time and Personal Capital accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Seven Time and Personal Capital as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Personal Capital. No coding required.
Yes. You can set up a workflow where Seven Time triggers actions in Personal Capital, and a separate workflow where Personal Capital triggers actions in Seven Time. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Seven Time and Personal Capital. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Seven Time and Personal Capital integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
