
When this happens...
New Document

Automatically do this!
Create Task
List Project Timelog
List Project Share
Get Project Settings
Get PM User Permission
List Taskgroups
List Tasks
List Events
List Project Milestone
List Files
List Deal Custom Filter
List Pipelines
List People
Get Company Custom Filters
Get General settings
List Crm Tags
List Employees
Get Logged-in user permission
Create Person
Add Follower
Create Activity
List Activities Type
Create Deal
Create Milestone
List Projects
Update Milestone
Create Organization
Update Organization
Update Person
Create Task List
Update Task
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new document is added to the Swiftype index.
Action is the task that follows automatically within your Swiftype integrations.
Adds a new document to the Swiftype index.
Creates a new task
List all project timelogs.
List all project shares.
List all project settings.
Get PM user permissions.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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 Swiftype and TeamWave accounts to viaSocket. Once connected, you can set up a workflow where an event in Swiftype triggers actions in TeamWave (or vice versa).
Absolutely. You can customize how Swiftype data is recorded in TeamWave. This includes choosing which data fields go into which fields of TeamWave, setting up custom formats, and filtering out unwanted information.
The data sync between Swiftype and TeamWave 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 Swiftype and TeamWave. 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.
Swiftype is a powerful search platform that provides advanced search capabilities for websites and applications. It offers customizable search solutions that enhance user experience by delivering relevant search results quickly and efficiently.
Learn MoreTeamWave is a comprehensive business productivity platform that integrates project management, CRM, and HR tools to streamline your business operations. It offers a unified solution to manage projects, track sales, and handle employee data efficiently.
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