Connect Worksection and finmo to Build Intelligent Automations

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Worksection

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finmo

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Enable Integrations or automations with these events of Worksection and finmo

Enable Integrations or automations with these events of Worksection and finmo

Triggers

New Project

New Project

Triggers when a new project is created.

New Project Task

New Project Task

Retrieve tasks created within a recent time window for the selected project.

New Comment in Task

New Comment in Task

Detects new comments added to a selected task in a project and returns their details.

Task Completed in Project

Task Completed in Project

Return tasks from the selected project that were marked done within the specified recent time period.

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Actions

Create Project

Create Project

Adds a new project into your account.

Request a new Action for Worksection

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Frequently Asked Questions

How do I start an integration between Worksection and finmo?

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

Can we customize how data from Worksection is recorded in finmo?

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

How often does the data sync between Worksection and finmo?

The data sync between Worksection and finmo 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 Worksection to finmo?

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 Worksection and finmo?

Yes, you can set conditional logic to control the flow of data between Worksection and finmo. 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.