Connect Leadrat and ProjectManager to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Leadrat
Choose an Action
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
Ready to use Leadrat and ProjectManager automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggered when a new user is added to your account
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project.
New Timesheet Entry
Triggered when a new timesheet entry is created
Do thisActions
Action is the task that follows automatically within your Leadrat integrations.
Create Lead
Create a new lead in Leadrat including contact, property, schedule, and team details.
Get Leads
Get All Leads from LeadRAT
Create Project
Creates a new project
Create Task
Create a new Task within a specific project.
Create Timesheet Entry
Create a timesheet entry by specifying the person, task, date, and hours. Only one entry per person/task/day is allowed. Use timesheet-update to modify an existing entry.
Update Project
Update an existing project, empty fields will remain unchanged
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Frequently Asked Questions
To start, connect both your Leadrat and ProjectManager accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadrat triggers actions in ProjectManager (or vice versa).
Absolutely. You can customize how Leadrat 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 Leadrat 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 Leadrat 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 Leadrat
Leadrat is a cutting-edge platform designed to enhance lead management and conversion strategies. It offers tools to streamline the process of capturing, tracking, and nurturing leads, ensuring businesses can maximize their sales potential.
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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