Connect SimpleKPI and Axonaut to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Trigger when New Company created.
New Quotation
Trugger when new Quotation is created.
New Task
Trigger when new Task created.
New Expense
Triggers when a new Expense is created.
New Invoice
This action creates a new invoice.
Do thisActions
Action is the task that follows automatically within your SimpleKPI integrations.
Add KPI entry
Add a KPI data entry with a date, actual and target values, and optional notes.
Update KPI entry
Update an existing KPI entry for a given date with new actual, target, or notes.
Create Company
Create a company in Axonaut via API
Create Quotation
Create a Quotation
Create Event
Create an Event
Create Task
Create Task
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Frequently Asked Questions
To start, connect both your SimpleKPI and Axonaut accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleKPI triggers actions in Axonaut (or vice versa).
Absolutely. You can customize how SimpleKPI data is recorded in Axonaut . This includes choosing which data fields go into which fields of Axonaut , setting up custom formats, and filtering out unwanted information.
The data sync between SimpleKPI and Axonaut 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 SimpleKPI and Axonaut . 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 SimpleKPI
SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.
Learn MoreAbout Axonaut
Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.
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