ProjectPlace and Salesflare

Project Management planview.com ↗

How to connect ProjectPlace

Via Zapier — 29 operations available. Set it up ↗

What you can automate

When new Card Assignments in ProjectPlace, create task in Salesflare.
When new Cards Past Due Date in ProjectPlace, create task in Salesflare.
When new Workspaces I Am Member Of in ProjectPlace, find or create contact in Salesflare.
When new Issues in ProjectPlace, create task in Salesflare.
When new Workspace Members in ProjectPlace, find or create contact in Salesflare.
When new Workspaces in Enterprise Account in ProjectPlace, find or create account in Salesflare.

About ProjectPlace

ProjectPlace is a smart project collaboration solution that brings teams together to improve collaboration and get things done.

ProjectPlace operations on Zapier

Triggers (14)

Start a workflow when this happens

Card Events — Gets card's related changes using webhook.
New Activities — Lists the activities.
New Boards — Lists boards.
New Card Assignments — List user assignments on cards.
New Cards Past Due Date — List project's cards past due date.

Show 9 more triggers

New Documents — Lists documents.
New Issues — Lists issues.
New Milestones — Lists milestones.
New Risks — Lists risks.
New Templates — List an account's templates for workspace.
New Time Reports — Lists time reports.
New Workspace Members — Lists workspace members.
New Workspaces I Am Member Of — Lists workspaces to which you have access.
New Workspaces in Enterprise Account — Lists projects in the enterprise account.

Actions (14)

Things Salesflare can make it do

Create Activity — Creates a new activity.
Create Board — Creates a new board.
Create Card on Activity — Creates a new card on an activity
Create Card on Board — Creates a new card on a board.
Create Issue — Creates a new issue.

Show 9 more actions

Create Milestone — Creates a new milestone.
Create Risk — Creates a new risk.
Create Time Report — Creates a new time report.
Create Workspace — Creates a new workspace.
Find or Create Card — Finds a card.
Invite Members to Project — Sends workspace invitations to users.
Move Card — Moves card to other board.
Update Card — Updates existing card.
Update Card's Activity — Updates card's activity.

Searches (1)

Look up existing records

Find Cards — Finds a card.

Similar apps

Coordinate all the work your team does together.

Popular Zapier Make

Manage projects, track work time, invoice your clients, and measure profitability from the same…

Popular Zapier Make

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