Connect Simplicate and Heartbeat to Build Intelligent Automations
Choose a Trigger
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
Choose an Action
Automatically do this!
Add user to group
Create a Group
Remove User from Group
Find User
Create a Channel
Create a Thread
Create a Comment
Create a Event
Deactivate User
Invite Users
Send Direct Message
Create User
List users
Get User
Get Notification
List Channel Categories
List Channels
Get Channel Thread
Get Thread
List Events
List Invitations
List Roles
List Groups
Ready to use Simplicate and Heartbeat automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Triggers when a new project is created.
Project Updated
Triggers when an existing project is updated.
New Employees
Triggers when a new employees created.
New Hours
Triggers when new hours are created.
New Invoice
Triggers when new invoice are created.
Invoices Sent
Triggers when invoices are sent.
Do thisActions
Action is the task that follows automatically within your Simplicate integrations.
Update Project
Updates an existing project in Simplicate.
List All Organization
Retrieves the details of all organization
List All Expenses
Retrieves the details of all expenses of employees
List All Contact Person
Retrieves the details of all contact person
List All Person
Retrieves the details of all Person.
List All Hours
Retrieves all the Hours.
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Frequently Asked Questions
To start, connect both your Simplicate and Heartbeat accounts to viaSocket. Once connected, you can set up a workflow where an event in Simplicate triggers actions in Heartbeat (or vice versa).
Absolutely. You can customize how Simplicate data is recorded in Heartbeat. This includes choosing which data fields go into which fields of Heartbeat, setting up custom formats, and filtering out unwanted information.
The data sync between Simplicate and Heartbeat 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 Heartbeat. 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 Simplicate
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 MoreAbout Heartbeat
Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.
Learn More
