Connect Raynet CRM and ProjectManager to Build Intelligent Automations
Choose a Trigger
When this happens...
Trigger Record
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 Raynet CRM and ProjectManager automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger Record
Triggers when a record is updated , created or deleted
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 Raynet CRM integrations.
Modifying Call
Modifying call data
Modifying Event
Modifying event data
Modifying Letter
Modifying letter data
Modifying Task
Modifying task data
Modifying Deal
Modifying deal data
Modifying Price List
Modifying price list data
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Frequently Asked Questions
To start, connect both your Raynet CRM and ProjectManager accounts to viaSocket. Once connected, you can set up a workflow where an event in Raynet CRM triggers actions in ProjectManager (or vice versa).
Absolutely. You can customize how Raynet CRM 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 Raynet CRM 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 Raynet CRM 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 Raynet CRM
Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.
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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