Connect Worksection and precisely to Build Intelligent Automations

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Worksection

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precisely

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Enable Integrations or automations with these events of Worksection and precisely

Enable Integrations or automations with these events of Worksection and precisely

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 precisely?

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

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

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

How often does the data sync between Worksection and precisely?

The data sync between Worksection and precisely 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 precisely?

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 precisely?

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

About precisely

Precisely provides contract automation, e-signatures, streamlined approvals, digital archiving and smart reminders for all your contracts, all in the cloud.

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