Bind ERP + TMetric Integration

Connect Bind ERP to TMetric - Automate your workflows in 1-click

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Bind ERP + TMetric Integration

Create TMetric task for new Bind ERP prospect

If you're using Bind ERP and TMetric to manage your work, you'll want to make sure that prospect-creation task are automatically created in TMetric. That way, you can easily keep track of who owes you what and when they're supposed to pay!
Bind ERP + TMetric Integration

Create TMetric client from new Bind ERP prospect

If you're using Bind ERP and TMetric to track time for your projects, you'll want to make sure that the prospect you create in Bind ERP is also created as a client in TMetric.

This will ensure that time tracked for that prospect 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.
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Bind ERP + TMetric Integration
1.
  • Bind ERP
    Quote is created in Bind ERP
  • Bind ERP
    Prospect is created in Bind ERP
  • Bind ERP
    Invoice is created in Bind ERP
  • Bind ERP
    Product is created in Bind ERP
  • Bind ERP
    Activity is scheduled in Bind ERP
  • Bind ERP
    Inventory is updated in Bind ERP
  • TMetric
    Task is created in TMetric
  • TMetric
    Task is completed in TMetric
2.
  • Bind ERP
    Create prospect in Bind ERP
  • Bind ERP
    Create activity in Bind ERP
  • TMetric
    Create task in TMetric
  • TMetric
    Create time entry in TMetric
  • TMetric
    Start timer in TMetric
  • TMetric
    Stop timer in TMetric
  • TMetric
    Create client in TMetric
  • TMetric
    Create project in TMetric
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