Integrations SmartTask IXACT Contact CRM
SmartTask + IXACT Contact CRM

Connect SmartTask and IXACT Contact CRM to Build Intelligent Automations

Choose a Trigger

SmartTask

When this happens...

Choose an Action

IXACT Contact CRM

Automatically do this!

Enable Integrations or automations with these events of SmartTask and IXACT Contact CRM

Enable Integrations or automations with these events of SmartTask and IXACT Contact CRM

Triggers

New Contact

New Contact

Triggers when a new contact is added to the organization.

New Task

New Task

Triggers when a new task is added to the project.

Task Completion

Task Completion

Triggers when a task is marked completed.

Task Comment Added

Task Comment Added

Triggers when a comment is added on task .

Request a new Trigger for SmartTask

Actions

List Organizations

List Organizations

Retrieve all the list of organizatons

Create Task

Create Task

Creates a new task

List User

List User

Retrieve the list of users

List Project

List Project

Retrieve list of all projects

Add Comment to Task

Add Comment to Task

Adds a new comment to task

Create Contact

Create Contact

Creates a new contact

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Frequently Asked Questions

How do I start an integration between SmartTask and IXACT Contact CRM?

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

Can we customize how data from SmartTask is recorded in IXACT Contact CRM?

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

How often does the data sync between SmartTask and IXACT Contact CRM?

The data sync between SmartTask and IXACT Contact CRM 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 SmartTask to IXACT Contact CRM?

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 SmartTask and IXACT Contact CRM?

Yes, you can set conditional logic to control the flow of data between SmartTask and IXACT Contact CRM. 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

About SmartTask

SmartTask is an online work management tool helping teams streamline their communication and workflows.

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IXACT Contact CRM

About IXACT Contact CRM

IXACT Contact is a real estate CRM that helps agents stay organized and build relationships with clients, prospects and referral sources.

Learn More