Connect SmartTask and mcgill-crm to Build Intelligent Automations
Enable Integrations or automations with these events of SmartTask and mcgill-crm
Enable Integrations or automations with these events of SmartTask and mcgill-crm
Triggers
New Contact
Triggers when a new contact is added to the organization.
New Task
Triggers when a new task is added to the project.
Task Completion
Triggers when a task is marked completed.
Task Comment Added
Triggers when a comment is added on task .
Actions
List Organizations
Retrieve all the list of organizatons
Create Task
Creates a new task
List User
Retrieve the list of users
List Project
Retrieve list of all projects
Add Comment to Task
Adds a new comment to task
Create Contact
Creates a new contact
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Frequently Asked Questions
To start, connect both your SmartTask and mcgill-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartTask triggers actions in mcgill-crm (or vice versa).
Absolutely. You can customize how SmartTask data is recorded in mcgill-crm. This includes choosing which data fields go into which fields of mcgill-crm, setting up custom formats, and filtering out unwanted information.
The data sync between SmartTask and mcgill-crm 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 mcgill-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.
About SmartTask
SmartTask is an online work management tool helping teams streamline their communication and workflows.
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About mcgill-crm
Quick and easily coordinate Sales and Marketing of new real estate using McGill CRM. Generate a complete sales contract with electronic signatures in less than 5 minutes.
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