
When this happens...
Contact Is Created Or Updated
New Contact Request
Property Created or Updated

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
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when contact is new/updated
Triggers when a new contact request is created in EasyBroker.
Runs when property changes
Runs when a new person, material, or tool is added to your account
Runs when a new project is created in ProjectManager.
Runs when a new task is created, optionally only for a specific project.
Action is the task that follows automatically within your Easybroker integrations.
Get all EasyBroker contacts
Creates a Contact Request in your EasyBroker account for a lead.
Retrieve contact requests
Get property details by ID
Show all collaborations for the connected EasyBroker account
Get all property features
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To start, connect both your Easybroker and ProjectManager accounts to viaSocket. Once connected, you can set up a workflow where an event in Easybroker triggers actions in ProjectManager (or vice versa).
Absolutely. You can customize how Easybroker 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 Easybroker 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 Easybroker 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.
The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
Learn MoreProjectManager.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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