Connect SimpleKPI and goproposal to Build Intelligent Automations

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SimpleKPI

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Choose an Action

goproposal

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Enable Integrations or automations with these events of SimpleKPI and goproposal

Enable Integrations or automations with these events of SimpleKPI and goproposal

Actions

Add KPI entry

Add KPI entry

Add a KPI data entry with a date, actual and target values, and optional notes.

Update KPI entry

Update KPI entry

Update an existing KPI entry for a given date with new actual, target, or notes.

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Frequently Asked Questions

How do I start an integration between SimpleKPI and goproposal?

To start, connect both your SimpleKPI and goproposal accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleKPI triggers actions in goproposal (or vice versa).

Can we customize how data from SimpleKPI is recorded in goproposal?

Absolutely. You can customize how SimpleKPI data is recorded in goproposal. This includes choosing which data fields go into which fields of goproposal, setting up custom formats, and filtering out unwanted information.

How often does the data sync between SimpleKPI and goproposal?

The data sync between SimpleKPI and goproposal typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from SimpleKPI to goproposal?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between SimpleKPI and goproposal?

Yes, you can set conditional logic to control the flow of data between SimpleKPI and goproposal. 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.

SimpleKPI

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.

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goproposal

About goproposal

GoProposal enables accountants to price consistently & eliminate scope creep.

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