IntegrationsSimplicateSAM.ai
Simplicate + SAM.ai

Connect Simplicate and SAM.ai to Build Intelligent Automations

Choose a Trigger

Simplicate

When this happens...

Choose an Action

SAM.ai

Automatically do this!

Enable Integrations or automations with these events of Simplicate and SAM.ai

Enable Integrations or automations with these events of Simplicate and SAM.ai

Triggers

New Project Created

New Project Created

Triggers when a new project is created.

Project Updated

Project Updated

Triggers when an existing project is updated.

New Employees

New Employees

Triggers when a new employees created.

New Hours

New Hours

Triggers when new hours are created.

New Invoice

New Invoice

Triggers when new invoice are created.

Invoices Sent

Invoices Sent

Triggers when invoices are sent.

Actions

List All Organization

List All Organization

Retrieves the details of all organization

List All Expenses

List All Expenses

Retrieves the details of all expenses of employees

List All Contact Person

List All Contact Person

Retrieves the details of all contact person

List All Person

List All Person

Retrieves the details of all Person.

List All Hours

List All Hours

Retrieves all the Hours.

List All Employee

List All Employee

Retrieves all the employee.

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Frequently Asked Questions

How do I start an integration between Simplicate and SAM.ai?

To start, connect both your Simplicate and SAM.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Simplicate triggers actions in SAM.ai (or vice versa).

Can we customize how data from Simplicate is recorded in SAM.ai?

Absolutely. You can customize how Simplicate data is recorded in SAM.ai. This includes choosing which data fields go into which fields of SAM.ai, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Simplicate and SAM.ai?

The data sync between Simplicate and SAM.ai typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Simplicate to SAM.ai?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Simplicate and SAM.ai?

Yes, you can set conditional logic to control the flow of data between Simplicate and SAM.ai. 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

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.

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SAM.ai

About SAM.ai

SAM is a sales and marketing tool that lets you organize and manage your leads, opportunities, accounts & partners with efficient features.

Learn More