
When this happens...
New Customer
New Project
New Time Log
New Work Order
New Task
New Contact Person

Automatically do this!
Create Person
Find User
Find Deal
Find Lead
Search Person
Create Deal
Create Lead
Update a Lead
Create Activity
Update Activity
Create Note
Add Product to Deal
Add Follower
Add Label to Person
Create Organization
Create Product
Update Person
Update a Organization
Update Deal
Find Activity
Create Project
Find Deals Associated with a Person
Create Task
Update Task
Update Project
List Person Fields
List Pipelines
List Products
List Projects
Archive Project
Add Note Comment
Update note comment
Updates Note
Add Follower to Organization
Add Follower to a person
Create Lead for Organisation
Add lead for Person
Add Activity To Person
Add Activity To Organisation
Add Activiy To Deal
Add Follower to a Deal
Add Participant to a Deal
Add Discount to Deal
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new customer is created in Seven Time.
Triggers when a new project is created in Seven Time.
Triggers when a new time log is created in Seven Time.
Triggers when a new work order is created in Seven Time.
Triggers when a new task is created in Seven Time.
Triggers when a new contact person is created.
Action is the task that follows automatically within your Seven Time integrations.
Creates a Contact Person in Seven Time.
Create Task in Seven Time
Creates a work order in Seven Time.
Creates a time log in Seven Time.
Creates a new project in Seven Time.
Update customer in Seven Time.

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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 Seven Time and Pipedrive accounts to viaSocket. Once connected, you can set up a workflow where an event in Seven Time triggers actions in Pipedrive (or vice versa).
Absolutely. You can customize how Seven Time data is recorded in Pipedrive. This includes choosing which data fields go into which fields of Pipedrive, setting up custom formats, and filtering out unwanted information.
The data sync between Seven Time and Pipedrive 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 Seven Time and Pipedrive. 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.
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 MorePipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.
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