Five things that run on their own
A new lead straight into Simplicate
A lead from a form or a mail is retyped.
A new lead becomes an organisation with a person in Simplicate, with the details from the source.
Connecting Simplicate with Altramano means: the Simplicate integration connects Altramano to your Simplicate environment through an API key and secret. Organisations, projects, hours and sales opportunities are read, relations and projects created and hours registered, all in your own environment in Amsterdam and with approval wherever you want it.
A lead from a form or a mail is retyped.
A new lead becomes an organisation with a person in Simplicate, with the details from the source.
After an agreement someone creates the project by hand.
On a won sales opportunity the project is created in Simplicate and the team notified.
Hours are retyped at the end of the week from memory.
Hours from an appointment or a work order are registered in Simplicate on the right project.
Someone makes an overview for the management meeting by hand every week.
The hours and invoices are pulled and put in your mailbox or Teams as a weekly overview.
An address change is retyped in two systems.
A new or changed organisation in Simplicate is reported and prepared for your books.
A new lead straight into Simplicate. Now: a lead from a form or a mail is retyped. With Altramano: a new lead becomes an organisation with a person in Simplicate, with the details from the source. The agent does this with Simplicate through your own details, in your own environment in Amsterdam. Whatever goes out or gets booked, it puts to you first: you say yes, then it runs. Every run is in Runs.
With the name of your Simplicate environment and an API key and secret from Settings → API. The token has the rights of the user it was created for; both are stored encrypted.
Yes: delete the key in Simplicate or the integration in Altramano under Integrations. Both take effect immediately.
Only in steps you set up without approval. By default an hours line is ready and waits for a yes; every run is in Runs.
Yes. You choose it in your environment under Integrations and connect in a few minutes.
Then there is the general HTTP integration, or we extend the integration if the system has an API.