Connect Savio and ProjectManager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New Company Created
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 Savio and ProjectManager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Alert when a contact is added
New Company Created
Runs when new company created
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.
New Task Created
Runs when a new task is created, optionally only for a specific project.
Timesheet Entry Created/Updated
Runs when a timesheet entry is created/updated.
Do thisActions
Action is the task that follows automatically within your Savio integrations.
Create Product Feedback
Add product feedback
List All Companies
Show all customer companies
List All Contacts
See all customer contacts
Save Contact
Add or update a contact
Add Or Update Company
Create or update a company
List Customer Feature Requests
Show customer feature requests
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Frequently Asked Questions
To start, connect both your Savio and ProjectManager accounts to viaSocket. Once connected, you can set up a workflow where an event in Savio triggers actions in ProjectManager (or vice versa).
Absolutely. You can customize how Savio 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 Savio 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 Savio 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 Savio
Savio is a powerful tool designed to streamline customer feedback management, helping businesses gather, organize, and prioritize feedback to enhance product development and customer satisfaction.
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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