Enable Integrations or automations with these events of Timesheet and Flexie CRM
Triggers when a new project is created.
Triggers when a new task is created.
Triggers when a new team is created.
Triggers when a new rate is created.
Triggers when a new tags is created.
Creates a new task.
Creates a new team.
Create a new rate.
Create a new tag.
Creates a new project.
Update an existing project.
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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 Timesheet and Flexie CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Timesheet triggers actions in Flexie CRM (or vice versa).
Absolutely. You can customize how Timesheet data is recorded in Flexie CRM. This includes choosing which data fields go into which fields of Flexie CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Timesheet and Flexie 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 Timesheet and Flexie 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.
Timesheet.io offers a simple time tracking solution for teams, allowing for easy logging of work hours, project management, and analytics.
Learn MoreFlexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.
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