Connect CallHub and ProjectManager to Build Intelligent Automations
Choose a Trigger
When this happens...
Agent Activates Account
New Note Added
New Text Message Received
Transfer Digit Pressed
Choose an Action
Automatically do this!
Create Project
Create Task
Update Project
Update Task
Update Timesheet Entry ID
Get Project Details
Get Task Details
Create User
Get User Details
Update User
List Roles
List Active Admin Tasks
List Task Priorities
Get Tasks
Get a List of Users
Get Projects
Create Task Comment
Ready to use CallHub and ProjectManager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Agent Activates Account
Runs when Agent Activates Account.
New Note Added
Triggers when a new note is added by an agent for any call center campaign in your CallHub account.
New Text Message Received
Triggers when you receive a text message for any SMS campaign in your CallHub account.
Transfer Digit Pressed
Triggers when the transfer digit is pressed in a voice broadcast campaign
New Resource Added
Runs when a new person, material, or tool is added to your account
New Project Created
Runs when a new project is created in ProjectManager.
Do thisActions
Action is the task that follows automatically within your CallHub integrations.
Create Contact
Add a new contact to CallHub.
Invite an agent
Create a new agent account and send them an invitation email.
Update a contact
Update a contact in CallHub using their phone number or contact ID.
Create Project
Create a new project
Create Task
Creates a new task in your project.
Update Project
Update selected fields of an existing project. Empty fields remain unchanged.
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Frequently Asked Questions
To start, connect both your CallHub and ProjectManager accounts to viaSocket. Once connected, you can set up a workflow where an event in CallHub triggers actions in ProjectManager (or vice versa).
Absolutely. You can customize how CallHub data is recorded in ProjectManager. This includes choosing which data fields go into which fields of ProjectManager, setting up custom formats, and filtering out unwanted information.
The data sync between CallHub and ProjectManager typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CallHub and ProjectManager. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About CallHub
CallHub is a comprehensive communication platform designed to streamline and enhance your outreach efforts. It offers a suite of tools for voice and SMS broadcasting, call center management, and peer-to-peer texting, making it ideal for businesses, political campaigns, and non-profits looking to engage with their audience effectively.
Learn MoreAbout 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.
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