Connect Timelink and Sage Sales Management to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Client
New Service
New User
New Time Entry
Choose an Action
Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
Ready to use Timelink and Sage Sales Management automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New Client
Triggers when a new client is created.
New Service
Triggers when a new service is created.
New User
Triggers when a new user is created.
New Time Entry
Triggers when a new time entry is created.
New Activity
Triggers when a new activity is created.
Do thisActions
Action is the task that follows automatically within your Timelink integrations.
List All Projects
Get all the projects.
List All Clients
Get all the clients.
Create Client
Create a new client.
Get Client
Get the details of a specific client.
Update Client
Update the details of client.
Delete Client
Delete a specific client.
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Frequently Asked Questions
To start, connect both your Timelink and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in Timelink triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how Timelink data is recorded in Sage Sales Management. This includes choosing which data fields go into which fields of Sage Sales Management, setting up custom formats, and filtering out unwanted information.
The data sync between Timelink and Sage Sales Management 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 Timelink and Sage Sales Management. 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 Timelink
Timelink is a comprehensive time tracking and management tool designed to help individuals and teams efficiently manage their time and tasks. With features like time logging, project tracking, and detailed reporting, Timelink ensures that users can optimize their productivity and meet deadlines effectively.
Learn MoreAbout Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
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