OffAlerts + Simplicate Integrations
How to connect OffAlerts + Simplicate
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New Monitor EventTriggers when a new monitor event triggers.Trigger
New ContactTriggers when a new contact is created.Trigger- New HoursTriggers when new hours are registered.Trigger
- New CompanyTriggers when a new company is created.Trigger
- New ProjectTriggers when a new project is created.Trigger
- New SalesTriggers when new sales is added.Trigger
- New Timeline NoteTriggers when a new timeline note is added.Trigger
- Create ContactCreates a new contact.Action
- Simplicate
Creates a new company.
Scheduled
Action
- Simplicate
Creates a new project.
Scheduled
Action
- Simplicate
Creates a new sales.
Scheduled
Action
- Simplicate
Creates a new timeline note.
Scheduled
Action
- Simplicate
Find a contact by email.
Scheduled
Action
- Simplicate
Finds a contact by ID. ID must be in the format person:abc.
Scheduled
Action
- Simplicate
Find a employee by name.
Scheduled
Action
- Simplicate
Find a company by ID. ID must be in the format organization:abc.
Scheduled
Action
- Simplicate
Find a company by name.
Scheduled
Action
- Simplicate
Finds a project by ID. ID must be in the format project:abc.
Scheduled
Action
- Simplicate
Find a project by name.
Scheduled
Action
- Simplicate
Finds a sale by subject name.
Scheduled
Action
- Simplicate
Finds a sale by ID. ID must be in the format sales:abc.
Scheduled
Action
- Simplicate
Find or create contact
Scheduled
Action
- Simplicate
Create organization
Scheduled
Action
- Simplicate
Create organization
Scheduled
Action
- Simplicate
Create project
Scheduled
Action
- Simplicate
Create project
Scheduled
Action
- Simplicate
Find or Create Sales
Scheduled
Action
- Simplicate
Create Sales
Scheduled
Action
How OffAlerts + Simplicate Integrations Work
- Step 1: Authenticate OffAlerts and Simplicate.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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