
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

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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.
Updates an existing project in Simplicate.
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.

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To start, connect both your Simplicate and Docmaker accounts to viaSocket. Once connected, you can set up a workflow where an event in Simplicate triggers actions in Docmaker (or vice versa).
Absolutely. You can customize how Simplicate data is recorded in Docmaker. This includes choosing which data fields go into which fields of Docmaker, setting up custom formats, and filtering out unwanted information.
The data sync between Simplicate and Docmaker 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 Docmaker. 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.
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