Connect Tele CRM and Simplicate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Leads Created or Modified
Choose an Action
Automatically do this!
Update Project
List All Organization
List All Expenses
List All Contact Person
List All Person
List All Hours
List All Employee
List All Employee Custom Field Groups
List All Employee Custom Field
List All Leave
List All Timetable
List All Invoices
List All Invoices Status
List All Projects
List All Project Status
List All Sales Quote
List All Sales Custom Field
List All Sales Status
Create Timeline Note
Update Contact
Find Or List Organizations
Find or List Persons
Find or List Projects
Update Organization
Create Organization
Create Contact
Create Project
Ready to use Tele CRM and Simplicate automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Leads Created or Modified
Auto-created action shell
New Project Created
Triggers when a new project is created.
Project Updated
Triggers when an existing project is updated.
New Employees
Triggers when a new employees created.
New Hours
Triggers when new hours are created.
New Invoice
Triggers when new invoice are created.
Do thisActions
Action is the task that follows automatically within your Tele CRM integrations.
Create a Lead
Add a lead
Update Lead Details
Update lead details
Search Leads
Search leads by name or email
Update Project
Updates an existing project in Simplicate.
List All Organization
Retrieves the details of all organization
List All Expenses
Retrieves the details of all expenses of employees
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Frequently Asked Questions
To start, connect both your Tele CRM and Simplicate accounts to viaSocket. Once connected, you can set up a workflow where an event in Tele CRM triggers actions in Simplicate (or vice versa).
Absolutely. You can customize how Tele CRM data is recorded in Simplicate. This includes choosing which data fields go into which fields of Simplicate, setting up custom formats, and filtering out unwanted information.
The data sync between Tele CRM and Simplicate 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 Tele CRM and Simplicate. 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 Simplicate
Simplicate is a comprehensive business management platform designed to streamline and optimize various business processes, including project management, CRM, time tracking, and invoicing. It offers an intuitive interface and robust features to help businesses improve efficiency and productivity.
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