
When this happens...
Call Log Activity
New SMS Activity

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.
Triggers when there's a new call.
Triggers when CallHippo sends or receives an SMS and delivers the SMS details to your configured webhook.
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 CallHippo integrations.
Get all users in the account
Create a new contact.
List all the campaign in the account.
Send SMS through CallHippo
Creates a new project
Create a new Task within a specific project.

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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 CallHippo and ProjectManager accounts to viaSocket. Once connected, you can set up a workflow where an event in CallHippo triggers actions in ProjectManager (or vice versa).
Absolutely. You can customize how CallHippo 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 CallHippo 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 CallHippo 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.
CallHippo is a cloud-based call center solution that helps mid to large size businesses with workflow automation and virtual telephony. The platform enables users to give detailed analysis to customers through call recordings.
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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