Projectplace + Simvoly Integration

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Simvoly + Projectplace Integration

Create Projectplace card for new Simvoly form submission

Any time a new Simvoly form submission is submitted, this Simvoly - Projectplaceintegration will create a new card in Projectplace so that the relevant team can track progress. This will ensure that every form submission is followed up in a timely fashion.

In addition, the Projectplace card will provide a clear record of what has been done and what still needs to be done in order to address each form submission. As a result, this simple automation can save a lot of time and effort while helping to ensure that every Simvoly form submission is dealt with effectively.
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Projectplace + Simvoly Integration
1.
  • Projectplace
    Card is created in Projectplace
  • Projectplace
    Card is moved to done/last column in Projectplace
  • Simvoly
    Form response is created in Simvoly Instant
  • Simvoly
    Order is created in Simvoly Instant
  • Simvoly
    Order is updated in Simvoly Instant
  • Simvoly
    Contact is created or updated in Simvoly Instant
  • Simvoly
    Booking is created in Simvoly Instant
  • Simvoly
    Product is created in Simvoly Instant
  • Simvoly
    Product is updated in Simvoly Instant
2.
  • Projectplace
    Create card in Projectplace
  • Projectplace
    Create a card on an existing activity in Projectplace
  • Projectplace
    Search card by name in Projectplace
  • Projectplace
    Add reported time to a card in Projectplace
  • Projectplace
    Create board in Projectplace
  • Projectplace
    Create project in Projectplace
  • Simvoly
    Create member in Simvoly
  • Simvoly
    Create contact in Simvoly
  • Simvoly
    Delete contact in Simvoly
  • Simvoly
    Update contact in Simvoly
  • Simvoly
    Search contact in Simvoly
  • Simvoly
    Create product in Simvoly
  • Simvoly
    Update product in Simvoly
  • Simvoly
    Search product in Simvoly
  • Simvoly
    Update member group in Simvoly
  • Simvoly
    Delete member group in Simvoly
  • Simvoly
    Create member group in Simvoly
  • Simvoly
    Search member in Simvoly
  • Simvoly
    Update member in Simvoly
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