Project Monitor and Salesflare

How to connect Project Monitor

What you can automate

  • When new Task in Project Monitor, create task in Salesflare.
  • When updated Task in Project Monitor, create task in Salesflare.
  • When new Task in Salesflare, create Task in Project Monitor.

About Project Monitor

Project Monitor is a PPM software that aims to manage your portfolios for all kinds of projects/sectors. Control the entire lifecycle, from request management to project execution. Measure progress on your team's workload and save time with a data-driven dashboard.

Project Monitor operations on Zapier

Triggers (6)

Start a workflow when this happens

  • Deleted Project — Triggers when a project is deleted in project monitor.
  • Deleted Task — Triggers when a task is deleted in project monitor.
  • New Project — Triggers when a project is created in project monitor.
  • New Task — Triggers when a task is created in project monitor.
  • Updated Project — Triggers when a project is modified in project monitor.
Show 1 more triggers
  • Updated Task — Triggers when a task is modified in project monitor.

Actions (5)

Things Salesflare can make it do

  • Create Project — Creates a new Project Monitor project.
  • Create Task — Creates a new Project Monitor task.
  • Update Project — Updates a PM project that had been created via the API.
  • Update Task — Updates a PM task that had been created via the API.
  • Update Tasks State — Update the state of the tasks of the given project and phase, from the source state to the target state.

Searches (1)

Look up existing records

  • Get Version — Returns the installed version of Project Monitor.

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