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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Comment
Trigger when New Project Comment created.
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
New Case/Incident
Triggers when new case/incident created
New Invoice
Triggers when new invoice is created
New Lead
Triggers when new lead is created
Do thisActions
Action is the task that follows automatically within your TeamGantt integrations.
Create Task
Creates a new task in a specified project.
Update Task
Updates details for an existing task.
Delete Task
Deletes an existing task from a project.
Get a Task
Get a task details by task ID
List Projects
List all projects
List Boards
List all Boards
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Step by step guides to integrate TeamGantt and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your TeamGantt and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in TeamGantt triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how TeamGantt data is recorded in Microsoft Dynamics CRM. This includes choosing which data fields go into which fields of Microsoft Dynamics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between TeamGantt and Microsoft Dynamics 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 TeamGantt and Microsoft Dynamics 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 TeamGantt
TeamGantt is a project management tool that allows teams to plan, schedule, and manage their projects using Gantt charts. It provides a visual timeline for project tasks, making it easier to track progress and collaborate effectively.
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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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