Create TMetric task for updated Join It memberships
Join It + TMetric Integration
Select 1 Click Automation
Create TMetric client from new Join It memberships
If you're using Join It and TMetric to track time for your projects, you'll want to make sure that the memberships you create in Join It is also created as a client in TMetric.
This will ensure that time tracked for that memberships is attributed to the correct client in TMetric, and that you can easily generate reports and invoices for them.
But having to do this manually can be a lot of a pain. But never fear, there's an easy way to fix this! Just activate this automation, connect the accounts and you are all set.
See moreThis will ensure that time tracked for that memberships is attributed to the correct client in TMetric, and that you can easily generate reports and invoices for them.
But having to do this manually can be a lot of a pain. But never fear, there's an easy way to fix this! Just activate this automation, connect the accounts and you are all set.
Create TMetric task for new Join It memberships
Join It and TMetric are both powerful tools that, when used correctly, can help you become more productive.
When you create a memberships in Join It, do you also create a task in TMetric? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
See moreWhen you create a memberships in Join It, do you also create a task in TMetric? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
When Membership is created in Join It > Check any condition > Create task in TMetric
Join It + TMetric Integration
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