Connect McTime to Alphacrm

Both apps 33McTime 17Alphacrm 16

• Trigger
  New Organization

  Triggered when a new organization is created in McTime.

• Action
  Add Assignment

  Adds a user to an organization with a role (or edits an existing assignment when an Assignment ID is given) in McTime.

• Action
  Add User

  Create (or edit, per vendor's add-or-edit semantics) a user.

• Action
  Create Client

  Creates a new client (an organization of type "client") in McTime.

• Action
  Create Organization

  Creates a new organization (project, client, branch, etc.) in McTime.

• Action
  Create Project

  Creates a new project in McTime. Projects are McTime organization units of type "project" that time entries can be booked against.

• Action
  Delete User

  Deletes a McTime user by ID. All of the user's time entries and payroll results are deleted too.

• Action
  Find Client

  Returns up to 50 McTime clients whose name contains the specified text.

• Action
  Find Organization

  Returns up to 50 organizations whose name contains the specified text.

• Action
  Find Project

  Returns up to 50 McTime projects whose name contains the specified text.

• Action
  Get Time Entry

  Retrieve a single McTime time entry by its ID.

• Action
  Get User

  Retrieves a single McTime user by id, including roles, address, export ids and employment details.

• Action
  List Assignments

  Lists a McTime user's assignments to organizations, grouped by role.

• Action
  List Time Entries

  Retrieve time entries within a date range, optionally filtered by user IDs.

• Action
  List Users

  Retrieves the users the authenticated McTime user is allowed to see, optionally filtered by user ids, organization, role and active status. Returns at most 20 users per page.

• Action
  Start Clocking

  Starts a running clock (stopwatch) for a McTime user. One user can have only one running clock at a time.

• Action
  Stop Clocking

  Stops the running McTime clock for a user, turning it into a normal time entry.

• Action
  Add communication

  Adds a communication (for example a comment) to a customer or lead card in AlfaCRM.

• Action
  Add customer

  Create a customer (lead or student).

• Action
  Add group

  Create a study group.

• Action
  Add lesson

  Create a lesson.

• Action
  Add payment

  Create a payment.

• Action
  Add task

  Create a task.

• Action
  Archive customer

  Moves a customer or lead to the archive in AlfaCRM. AlfaCRM has no way to permanently delete a customer; an archived customer drops out of the active list but can be restored later.

• Action
  Find customers

  Returns customers and leads that match the specified criteria (name, phone, status and more).

• Action
  List branches

  Lists the branches in the CRM account, optionally only active or only disabled ones.

• Action
  List communications

  Lists the communications (comments and notes) on an AlfaCRM customer or lead, optionally filtered by communication ID, type, author, or comment text.

• Action
  List groups

  List groups.

• Action
  List lead statuses

  List sales funnel stages.

• Action
  List lessons

  List lessons.

• Action
  List payments

  Lists payments in a branch, optionally filtered by customer, date range, amount, payment type and more.

• Action
  List tasks

  Lists the tasks in an AlfaCRM branch, optionally filtered by task ID, author, assignee, text, priority, or done/archived status.

• Action
  Update customer

  Updates an existing customer (lead or client) by ID. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.