
When this happens...
New Contact
New Task
Task Completion
Task Comment Added

Automatically do this!
Enable Integrations or automations with these events of SmartTask and invoice2go
Triggers when a new contact is added to the organization.
Triggers when a new task is added to the project.
Triggers when a task is marked completed.
Triggers when a comment is added on task .
Retrieve all the list of organizatons
Creates a new task
Retrieve the list of users
Retrieve list of all projects
Adds a new comment to task
Creates a new contact
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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 SmartTask and invoice2go accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartTask triggers actions in invoice2go (or vice versa).
Absolutely. You can customize how SmartTask data is recorded in invoice2go. This includes choosing which data fields go into which fields of invoice2go, setting up custom formats, and filtering out unwanted information.
The data sync between SmartTask and invoice2go 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 SmartTask and invoice2go. 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.
SmartTask is an online work management tool helping teams streamline their communication and workflows.
Learn MoreInvoice2go is the all-in-one tool that helps you run your small business. Manage customer relationships, send invoices, accept payments, improve cash flow, create an online presence, and much more.
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