Connect SimpleKPI and Teambook to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SimpleKPI
Choose an Action
Automatically do this!
Create User
List Project
List Users
List Actual Log
List Tasks
List Team
List User Capacity
List Project Capacity
Create Task
Create Client
Create Booking
List All Teams
Ready to use SimpleKPI and Teambook automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New User
Do thisActions
Action is the task that follows automatically within your SimpleKPI integrations.
Add KPI Data Entry
Add a KPI entry for a date
Update KPI Data Entry
Update KPI entry values
Create User
Create a teambook user.
List Project
List all projects.
List Users
List all team members
List Actual Log
List all Actual Log.
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Frequently Asked Questions
To start, connect both your SimpleKPI and Teambook accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleKPI triggers actions in Teambook (or vice versa).
Absolutely. You can customize how SimpleKPI data is recorded in Teambook. This includes choosing which data fields go into which fields of Teambook, setting up custom formats, and filtering out unwanted information.
The data sync between SimpleKPI and Teambook 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 Teambook. 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 Teambook
TeamBook is an easy-to-use app that helps your team collaborate, manage projects, and stay organized. Perfect for remote or in-office teams, TeamBook makes teamwork simple and effective.
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