ProjectManager and Salesflare

Project Management projectmanager.com ↗

How to connect ProjectManager

Via Zapier — 35 operations available. Set it up ↗

What you can automate

When new Task in ProjectManager, create task in Salesflare.
When new Task in Salesflare, create Task in ProjectManager.

About ProjectManager

ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.

ProjectManager 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, can be configured to find all new tasks or only tasks added to a specific project
New Timesheet Entry — Triggered when a new timesheet entry is created
New User — Triggered when a new user is added to your account

Actions (27)

Things Salesflare can make it do

Create Project — Create a new project in your workspace
Create Task — Creates a new task within a specified project
Create Timesheet Entry — Create a single timesheet entry. A timesheet entry is the number of hours spent by a person on a task on a specific day. There can only be one entry per person/task/day, trying to add a second entry will give a conflict error, however you can use the timesheet-update action to increase the number of hours logged for an existing timesheet entry.
Create User — Add a new user/resource in your account
Find or Create Project — Search through your active projects using various criteria, 100 results max

Show 22 more actions

Find or Create Task — Search for tasks across your entire account, using various criteria, 100 results max
Find or Create Timesheet Entry — Search through all timesheet entries using various criteria, 100 results max, note that timesheets are not available on all editions
Find or Create User — Search for workspace users/resources using various criteria, 100 results max
Get Account Information — Returns information about the current user including home URL, email, user ID and workspace name
Get Project Details — Get the details of one specific project
Get Project Folders — Get all of the project folders, used to organise your projects
Get Project Priorities — Gets a list of all the priorities which can be applied to a project
Get Project Statuses — Get all the statuses which can be applied to a project
Get Task Details — Get the details of one specific task, you will need to know the task's unique ID
Get Task Field Values — Get the value of each custom field applied to a specific task
Get Task Fields — Get all the custom fields which can be applied to the tasks in a specific project, each project has different custom fields so you will need to provide a ProjectID with this action
Get Task Priorities — Get all the priorities which can be applied to a task
Get Task Statuses (Columns) — Get the statuses (board columns) which can be applied to tasks in a specific project, note that each project has unique task statuses
Get User Details — Get the details of one specific user/resource
Get User Roles — Get all the roles which can be assigned to a user
Get User Skills — Get all the skills which can be applied to a user
Get User Teams — Get all the teams which a user can be added to
Update Project — Update an existing project, empty fields will remain unchanged
Update Task — Update an existing task, empty fields will remain unchanged
Update Task Field Value — Update the value of a custom field for a specific task
Update Timesheet Entry — Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry
Update User — Update an existing user/resource, empty fields will remain unchanged

Searches (4)

Look up existing records

Search Projects — Search through your active projects using various criteria, 100 results max
Search Tasks — Search for tasks across your entire account, using various criteria, 100 results max
Search Timesheets — Search through all timesheet entries using various criteria, 100 results max, note that timesheets are not available on all editions
Search Users — Search for workspace users/resources using various criteria, 100 results max