
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Thoughtly and PPM Express
Search user details by email id.
Create new contact.
Delete an contact.
Call a contact
Search calls.
Search contacts by phone number.

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 Thoughtly and PPM Express accounts to viaSocket. Once connected, you can set up a workflow where an event in Thoughtly triggers actions in PPM Express (or vice versa).
Absolutely. You can customize how Thoughtly data is recorded in PPM Express. This includes choosing which data fields go into which fields of PPM Express, setting up custom formats, and filtering out unwanted information.
The data sync between Thoughtly and PPM Express 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 Thoughtly and PPM Express. 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.
Thoughtly automates your sales, support, and everything in between. Full-time human-like agents at your service, every hour of every day.
Learn MorePPM Express is Product Portfolio Management platform to easily integrate and orchestrate your existing projects in Microsoft Planner, Azure DevOps, Jira Software, Monday.com, and Microsoft Project Online to get a big picture view of your projects and product portfolio.
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