Productivity
ITM Platform for your Agent
Flow can look up tasks, projects and pages in ITM Platform, and with read and write access it can create and update them, for example to turn a tender’s deadlines into tasks.
It asks for your approval before it changes anything in ITM Platform. Connect with an API key from your ITM Platform account.
Connect ITM Platform in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect ITM Platform.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for ITM Platform.
What Flow can do depends on what ITM Platform offers through its API and on the access you choose.
Things to ask
Type these to Flow once ITM Platform is connected.
- ITM Platform
Create a task in ITM Platform for each document the Lyon tender asks for, due two days before the deadline.
- ITM Platform
What is still open in ITM Platform for our hospital bid?
About ITM Platform
ITM Platform is a project and portfolio management platform for tasks, services, financials, risks, resources, and DataMart analytics. Use it to plan, track, and analyze work across portfolios with one connected source of truth.
Ready to submit more bids?
Start your free trial today.