Connect Timesheet and Portal CX to Build Intelligent Automations

Choose a Trigger

Timesheet

When this happens...

Choose an Action

Portal CX

Automatically do this!

Enable Integrations or automations with these events of Timesheet and Portal CX

Enable Integrations or automations with these events of Timesheet and Portal CX

Triggers

New Project

New Project

Triggers when a new project is created.

New Task

New Task

Triggers when a new task is created.

New Team

New Team

Triggers when a new team is created.

New Rate

New Rate

Triggers when a new rate is created.

New Tag

New Tag

Triggers when a new tags is created.

Request a new Trigger for Timesheet

Actions

Create a Task

Create a Task

Creates a new task.

Create a Team

Create a Team

Creates a new team.

Create a Rate

Create a Rate

Create a new rate.

Create a Tag

Create a Tag

Create a new tag.

Create a Project

Create a Project

Creates a new project.

Update a Project

Update a Project

Update an existing project.

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Frequently Asked Questions

How do I start an integration between Timesheet and Portal CX?

To start, connect both your Timesheet and Portal CX accounts to viaSocket. Once connected, you can set up a workflow where an event in Timesheet triggers actions in Portal CX (or vice versa).

Can we customize how data from Timesheet is recorded in Portal CX?

Absolutely. You can customize how Timesheet data is recorded in Portal CX. This includes choosing which data fields go into which fields of Portal CX, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Timesheet and Portal CX?

The data sync between Timesheet and Portal CX typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Timesheet to Portal CX?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Timesheet and Portal CX?

Yes, you can set conditional logic to control the flow of data between Timesheet and Portal CX. 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

About Timesheet

Timesheet.io offers a simple time tracking solution for teams, allowing for easy logging of work hours, project management, and analytics.

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Portal CX

About Portal CX

PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.

Learn More