
When this happens...

Automatically do this!
Create Company
Create Project
Create Person
Create Task
Create Task List
Create Link Category
Create Message Category
Create Calendar Event Type
Create File Category
Create Message Reply
Create Task Comment
Create Notebook
Add People to Project
Create Notebook Category
Create Project Category
Create Time Entry on Task
Create File Comment
Create Link Comment
Create Message
Create Notebook Comment
Mark Task Complete
Create Milestone Comment
Create Calendar Event
Create Expense
Create Invoice
List All Projects
Find Forms
List All Time Entries
Find People
Find Workflows
Find Tasks
Find Companies
Find Tasklists
Find Files
Find Links
Find Messages
Find Milestones
Find Notebook
Find Calendar Event
Create Link
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when you add a new task.
Triggered when you add a new comment.
Triggered when you add a new company.
Triggered when you add a new expense.
Triggered when you add a new file.
Triggered when you add a new invoice.
Action is the task that follows automatically within your Simplesat integrations.
Get surveys in simplesat.
Get a questions in Simplesat.
Upserts a customer. Will update existing customer if a customer with the same email address is found. Otherwise will create a new customer.
Create a new team member in simplesat
Update a customer by ID.
Creates/updates a customer.

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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 Simplesat and Teamwork accounts to viaSocket. Once connected, you can set up a workflow where an event in Simplesat triggers actions in Teamwork (or vice versa).
Absolutely. You can customize how Simplesat data is recorded in Teamwork. This includes choosing which data fields go into which fields of Teamwork, setting up custom formats, and filtering out unwanted information.
The data sync between Simplesat and Teamwork 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 Simplesat and Teamwork. 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.
Simplesat is a survey tool that makes it easy for any business to collect, analyze and publish customer feedback.
Learn MoreTeamwork is a comprehensive project management and team collaboration platform designed to help businesses streamline their workflows, manage tasks, and enhance productivity. It offers a suite of tools for project planning, time tracking, and communication, making it ideal for teams looking to improve efficiency and collaboration.
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