Connect SmartTask and Wortal CRM to Build Intelligent Automations
Enable Integrations or automations with these events of SmartTask and Wortal CRM
Enable Integrations or automations with these events of SmartTask and Wortal 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 Wortal CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartTask triggers actions in Wortal CRM (or vice versa).
Absolutely. You can customize how SmartTask data is recorded in Wortal CRM. This includes choosing which data fields go into which fields of Wortal CRM, setting up custom formats, and filtering out unwanted information.
The data sync between SmartTask and Wortal 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 Wortal 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 Wortal CRM
Wortal CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
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