Graceful Efforts and Salesflare

Project Management graceful-efforts.com ↗

How to connect Graceful Efforts

Via Zapier — 31 operations available. Set it up ↗

What you can automate

When new Blocked Task in Graceful Efforts, create task in Salesflare.
When new Project Team Member in Graceful Efforts, find or create contact in Salesflare.
When new Task Ownership in Graceful Efforts, create task in Salesflare.
When new Task in Salesflare, add Task to Deliverable in Graceful Efforts.

About Graceful Efforts

Graceful Efforts is a project management application for teams that need more than a task list, but less than full corporate software.

Graceful Efforts operations on Zapier

Triggers (23)

Start a workflow when this happens

Collection Item Changed Approval — Triggers when a collection item approval changes. This is subject to the collection settings, for instance if a collection is visible only to the PM, normal team members will not receive this event.
Collection Item Changed Status — Triggers when a collection item status changes. This is subject to the collection settings, for instance if a collection is visible only to the PM, normal team members will not receive this event.
Deliverable Is Finished — Triggers when a deliverable is marked as finished (accepted). All the project team will receive it.
Deliverable Is Unfinished — Triggers when a deliverable is marked as unfinished (rejected). All the project team will receive it.
Feedback on My Task — Triggers when a project team member leaves feedback to one of your tasks. Only you will receive it.

Show 18 more triggers

Feedback on My Work Package — Triggers when a project team member leaves feedback to one of your work packages. Only you will receive it.
I Added a Project — Triggers when you add a new project. Only you will receive it.
I Logged Work — Triggers when you log work for a task. Only you will receive it.
I Was Added to a Project — Triggers when you are added to a project as a project team member. Only you will receive it.
Milestone Achieved — Triggers when a milestone is marked as achieved. All the project team will receive it.
New Announcement — Triggers when an announcement is made. All the project team will receive it.
New Blocked Task — Triggers when a task is marked as being blocked. All the project team will receive it.
New Collection Item Ownership — Triggers when you become the owner of a collection item. Only you will receive it.
New Current Stage — Triggers when a stage is marked as being current. All the project team will receive it.
New Expense — Triggers when a new expense is added. Only the project team members with access to financial information will receive it.
New Project Manager — Triggers when a new project manager is delegated for a project. All the project team will receive it.
New Project Team Member — Triggers when a new team member is added to a project. All the project team will receive it.
New Task Ownership — Triggers when a task is assigned to you. Only you will receive it.
New Work Package Ownership — Triggers when you become the owner of a work package. Only you will receive it.
Unblocked Task — Triggers when a task is no longer marked as being blocked. All the project team will receive it.
Work Package No Longer Authorized for Work — Triggers when a work package is no longer authorized (disabled). All the project team will receive it.
Work Package Was Authorized for Work — Triggers when a work package is authorized (enabled). All the project team will receive it.
Work Was Logged — Triggers when work is logged in a project. Only the project owner and the project manager will receive it.

Actions (8)

Things Salesflare can make it do

Add Cost to Deliverable — This action adds a cost to a deliverable, if the "Cost management" project setting is enabled AND you are the project owner / manager.
Add Deliverable to Parent — This action adds a deliverable under another deliverable, if you are the project owner / manager.
Add Expense to Deliverable — This action adds an expense to a deliverable, if the "Cost management" project setting is enabled AND you are the project owner / manager.
Add Feedback to Deliverable — This action adds feedback to a deliverable, if the "Feedback from the team" project setting is enabled.
Add Feedback to Stage — This action adds feedback to a stage, if the "Feedback from the team" project setting is enabled.

Show 3 more actions

Add Feedback to Work Package — This action adds feedback to a work package, if the "Feedback from the team" project setting is enabled.
Add Task to Deliverable — This action adds a task to a deliverable, if the "Task autonomy" project setting is enabled OR if you are the project owner / manager.
Log Work — This action logs worked hours for any task, it does not have to be owned by you.