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

Automatically do this!
Update a Company
Stop Sequence Enrollment
Create product in a Catalog
Update product in a Catalog
Find a Task
Create a Lead
Create a Note
Find a Person
Find a Lead
Find a Contact
Find a Deal Stage
Find a User
Find a Product in Catalog
Find a Deal Source
Find a Deal
Find a Company
Create a Person
Create a Company
Create a Task
Create a Deal
Update a Person
Update a Deal
Update a Lead
Retrieve All Contacts
Retrieve All Custom Fields
Retrieve All Deal Sources
Retrieve All Deals
Retrieve All Lead Conversions
Retrieve All Lead Sources
Retrieve All Lead Unqualified Reasons
Retrieve All Lead
Retrieve All Notes
Retrieve All Orders
Retrieve All Pipelines
Retrieve All Products
Retrieve All Tags
Retrieve All Tasks
Retrieve All Users
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 Zendesk Sell accounts to viaSocket. Once connected, you can set up a workflow where an event in Seven Time triggers actions in Zendesk Sell (or vice versa).
Absolutely. You can customize how Seven Time data is recorded in Zendesk Sell. This includes choosing which data fields go into which fields of Zendesk Sell, setting up custom formats, and filtering out unwanted information.
The data sync between Seven Time and Zendesk Sell 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 Zendesk Sell. 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 MoreElevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.
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