Integrations Worksection MyCRM Sync
Worksection + MyCRM Sync

Connect Worksection and MyCRM Sync to Build Intelligent Automations

Choose a Trigger

Worksection

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Choose an Action

MyCRM Sync

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Enable Integrations or automations with these events of Worksection and MyCRM Sync

Enable Integrations or automations with these events of Worksection and MyCRM Sync

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.

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Frequently Asked Questions

How do I start an integration between Worksection and MyCRM Sync?

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

Can we customize how data from Worksection is recorded in MyCRM Sync?

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

How often does the data sync between Worksection and MyCRM Sync?

The data sync between Worksection and MyCRM Sync 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 MyCRM Sync?

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 MyCRM Sync?

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

Worksection

About Worksection

Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.

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MyCRM Sync

About MyCRM Sync

MyCRM puts everything you need at your fingertips so you can make the most of your limited and valuable time.

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