Easy Project and Salesflare
How to connect Easy Project
- Via Zapier — 15 operations available. Set it up ↗
- Via Make — 30 modules available. Set it up ↗
What you can automate
- When new Task in Easy Project, create task in Salesflare.
- When new Task in Salesflare, create Task in Easy Project.
About Easy Project
Easy Project is a professional project management software for you, your team and the whole company. Based on WBS, Gantt, Agile and other best PM practices. It is compatible with modules for Resources, Finances, Help Desk and CRM.
Easy Project operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Project — Triggers when a new project is created.
- New Task — Triggers when a new task is created.
- New Time Entry — Triggers when a new time entry is created.
- Task Comments Web Hook Trigger — Triggers when a task comment is created, updated or deleted according options.
Actions (9)
Things Salesflare can make it do
- Create Planned Project Expense — Creates a new planned expense in project budget module.
- Create Planned Project Income — Creates a new planned income in project budget module.
- Create Project — Creates a new project. Author will be set to authenticated user
- Create Project Expense — Creates a new real expense in project budget module.
- Create Project Income — Creates a new real income in project budget module.
Show 4 more actions
- Create Task — Create a new task.
- Create Time Entry — Create a new time entry.
- Find or Create Project — Find or Create Project
- Update Task — Update task (Subject, Notes, Status, Priority, Assigned user).
Searches (2)
Look up existing records
- Find Project — Finds an existing project.
- Find Task — Finds an existing task.
Easy Project operations on Make
Triggers (3)
Start a workflow when this happens
- Watch New Projects — Triggers when a new project has been created.
- Watch New Tasks — Triggers when new task has been created.
- Watch New Time Entries — Triggers when a new time entry has been created.
Actions (22)
Things Salesflare can make it do
- Close a Project — Marks a project as closed.
- Create a Project — Creates a new project.
- Create a Task — Creates a task.
- Create a Time Entry — Creates a time entry.
- Create an Expense — Creates a planned expense.
Show 17 more actions
- Create an Income — Creates a revenue with entered values.
- Delete a Project — Removes the project.
- Delete a Task — Removes a task.
- Delete a Time Entry — Removes a time entry.
- Delete an Expense — Removes an expense from a project or task.
- Delete an Income — Removes a revenue from project or task.
- Get a Project — Retrieves data about a project.
- Get a Task — Retrieves data about a task by ID.
- Get a Time Entry — Retrieves data about a time entry.
- Get an Expense — Retrieves data about an expense.
- Get an Income — Retrieves data about an income.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Project — Updates a project by entered values.
- Update a Task — Updates a task by entered values.
- Update a Time Entry — Updates a time entry by entered values.
- Update an Expense — Updates an expense by entered values.
- Update an Income — Updates a revenue by entered values.
Searches (5)
Look up existing records
- List Expenses — Retrieves all planned expenses for all projects.
- List Incomes — Retrieves all planned or real incomes for all projects.
- List Projects — Retrieves all projects.
- List Tasks — Retrieves all tasks for all projects.
- List Time Entries — Retrieves all time entries for all projects and issues.
Similar apps
Coordinate all the work your team does together.
Manage projects, track work time, invoice your clients, and measure profitability from the same…
Team collaboration tool.
Helps you move projects forward fast.
The productivity platform.
Very simple task list.
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free