How to Use Zapier

You can view all of the apps that we integrate on our Zapier Integrations page here. You'll first need to create a Zapier account to set up the integration.

To see if ProjectManager and another app are compatible, search for an app by name from the ProjectManager landing page.

Who Is Zapier For?

Zapier is just one option for customers who are looking for an integration that ProjectManager doesn't currently support and they don't have access to API development teams. It's available on all editions and customers can set up their own integration connections with Zapier at Zapier. 

What Our Zapier Integration Includes

• Available triggers:
  • New or updated projects
  • New or updated tasks
  • New or updated resources
  • New or updated timesheet entries
• Available actions:
  • Create or update projects, tasks, users and timesheet entries
  • Search projects, tasks and users with various filters
  • Fetch the details of a specific project, task and user
  • Fetch and update task custom fields
• Dynamic fields such as project status, task assignee and user team are presented via a dropdown with live options from your account rather than having to enter an ID
• Multi-select fields are supported, including task assignees and user skills/teams
• Watch for new tasks in a specific project, not just all projects

Let’s take Salesforce as an example. Once searched, you can see all of the triggers and actions for ProjectManager and Salesforce. You can see common use cases for that integration such as creating a new project in ProjectManager when an opportunity is created in Salesforce.

You can see all triggers and actions at the bottom of the page. To create the Zap, select your trigger and action and click Connect. In this example, adding a new ProjectManager project is the trigger and creating a new case in Salesforce is the action.