Connect TimeLive and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Task
New User/Employee
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use TimeLive and Microsoft Dynamics CRM automations
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 Task
Triggers when a new task is created.
New User/Employee
Triggers when a New User/Employee is 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
Do thisActions
Action is the task that follows automatically within your TimeLive integrations.
Create a User/Employee
Creates a New Create a User/Employee is created.
Create a Client
Create a new client.
Create a Department
Create a new department.
Update an User/Employee
Triggers when an existing user/employee is updated.
Delete an Employee
Delete employee by ID.
Delete a Client
Delete client by ID.
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Step by step guides to integrate TimeLive and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your TimeLive and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in TimeLive triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how TimeLive 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 TimeLive 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 TimeLive 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 TimeLive
TimeLive is a web-based time tracking solution that offers features such as timesheets, project management, employee attendance, and expense tracking. It enables businesses to efficiently manage their workforce's time and productivity.
Learn MoreAbout Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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