
When this happens...
New Project Created
Project Updated
New Employees
New Hours
New Invoice
Invoices Sent
Updated Employees
Updated Companies
New Companies
New Contacts
Updated Contacts
New Sales
New Services
Quotes Sent
Updated Hours
Updated Services

Automatically do this!
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new project is created.
Triggers when an existing project is updated.
Triggers when a new employees created.
Triggers when new hours are created.
Triggers when new invoice are created.
Triggers when invoices are sent.
Action is the task that follows automatically within your Simplicate integrations.
Retrieves the details of all organization
Retrieves the details of all expenses of employees
Retrieves the details of all contact person
Retrieves the details of all Person.
Retrieves all the Hours.
Retrieves all the employee.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Simplicate and coassemble accounts to viaSocket. Once connected, you can set up a workflow where an event in Simplicate triggers actions in coassemble (or vice versa).
Absolutely. You can customize how Simplicate data is recorded in coassemble. This includes choosing which data fields go into which fields of coassemble, setting up custom formats, and filtering out unwanted information.
The data sync between Simplicate and coassemble 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 Simplicate and coassemble. 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.
Simplicate is a comprehensive business management platform designed to streamline and optimize various business processes, including project management, CRM, time tracking, and invoicing. It offers an intuitive interface and robust features to help businesses improve efficiency and productivity.
Learn MoreCoassemble is a friendly yet powerful cloud-based platform that simplifies all aspects of online training.
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