
When this happens...

Automatically do this!
Create Project
Create Task
Create Timesheet Entry
Update Project
Update Task
Update Timesheet Entry ID
Get Project Details
Get Task Details
Get Project Priorities
Create User
Get User Details
Update User
List Roles
List Active Admin Tasks
List Task Priorities
List Tasks
List User Skills
List Users
List Project Templates
List Project Statuses
List Project Fields
List projects
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new user is added to your account
Triggers when a new project is created
Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project.
Triggered when a new timesheet entry is created
Action is the task that follows automatically within your Just Invoice integrations.
Create a new invoice with customer details, line items, date, currency, and a customer note.
Show details for a selected invoice
Finalize an invoice to lock its details and mark it as complete.
Mask an existing final invoice as paid.
Cancel an invoice
Remove an invoice from your account.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Just Invoice and ProjectManager accounts to viaSocket. Once connected, you can set up a workflow where an event in Just Invoice triggers actions in ProjectManager (or vice versa).
Absolutely. You can customize how Just Invoice 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 Just Invoice 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 Just Invoice 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.
Just Invoice is a comprehensive invoicing solution designed to streamline billing processes for businesses of all sizes. With features like customizable templates, automated reminders, and detailed reporting, it simplifies financial management and enhances cash flow efficiency.
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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