
When this happens...
New Task Created

Automatically do this!
Enable Integrations or automations with these events of workast and Simplifi by Quicken
Triggers when a new task is created in your Workast account.
create a task in workast app.
create a new space in workast.
Creates a new subtask on a task.
Update an existing space.
Create a new tag
Add a tag to a task

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 workast and Simplifi by Quicken accounts to viaSocket. Once connected, you can set up a workflow where an event in workast triggers actions in Simplifi by Quicken (or vice versa).
Absolutely. You can customize how workast data is recorded in Simplifi by Quicken. This includes choosing which data fields go into which fields of Simplifi by Quicken, setting up custom formats, and filtering out unwanted information.
The data sync between workast and Simplifi by Quicken 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 workast and Simplifi by Quicken. 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.
Workast is a productivity tool that helps teams capture tasks, manage projects and collaborate to get more work done.
Learn MoreSimplifi by Quicken is a personal finance management tool designed to help users track their spending, budget effectively, and achieve their financial goals. It offers features such as real-time updates on financial accounts, customizable budgets, and insightful reports to simplify financial planning.
Learn More