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

Automatically do this!
Modifying Call
Modifying Event
Modifying Letter
Modifying Task
Modifying Deal
Modifying Price List
Modifying Sales Order
Modifying Account
Modifying Contact
Modifying Lead
Create Task
Create Deal
Create Price List
Create Product
Create Account
Create Contacts
Details of Activity - Call
Details of Activity - Task
Details of Activity - Meeting
Details of Activity - Letter
Details of Activity - Deal
Details of Activity - Price List
Details of Activity - Product
Details of Activity - Project
Details of Activity - Sales Orders
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 Raynet CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Seven Time triggers actions in Raynet CRM (or vice versa).
Absolutely. You can customize how Seven Time data is recorded in Raynet CRM. This includes choosing which data fields go into which fields of Raynet CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Seven Time and Raynet CRM 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 Raynet CRM. 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 MoreRaynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.
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