Connect GanttPRO and Copilot to Build Intelligent Automations

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GanttPRO

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Copilot

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

Returns tasks from the selected project that were created within the past number of minutes specified by the scheduledTime input.

New Comment

New Comment

Returns comments added to the selected task within the past specified number of minutes.

New Client

New Client

Trigger whenever any new client is created.

Request a new Trigger for GanttPRO

Do thisActions

Action is the task that follows automatically within your GanttPRO integrations.

Create Task

Create Task

Create a new task in a GanttPRO project with specified name, dates, status, priority, progress, estimation, deadline, and color.

Create Project

Create Project

Create a new project in GanttPRO with a name, optional description, start date, and configuration (duration view and working days).

Delete Task

Delete Task

Permanently deletes the selected task from the specified GanttPRO project.

Update task

Update task

Update an existing GanttPRO task — modify its name, description, status, priority, progress, deadline, estimation, or color.

Add Comment To Task

Add Comment To Task

Adds a comment to a specific task in a GanttPRO project by the selected user.

Create Client

Create Client

Creates a new client.

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Frequently Asked Questions

How do I start an integration between GanttPRO and Copilot?

To start, connect both your GanttPRO and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in GanttPRO triggers actions in Copilot (or vice versa).

Can we customize how data from GanttPRO is recorded in Copilot?

Absolutely. You can customize how GanttPRO data is recorded in Copilot. This includes choosing which data fields go into which fields of Copilot, setting up custom formats, and filtering out unwanted information.

How often does the data sync between GanttPRO and Copilot?

The data sync between GanttPRO and Copilot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from GanttPRO to Copilot?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between GanttPRO and Copilot?

Yes, you can set conditional logic to control the flow of data between GanttPRO and Copilot. 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.

GanttPRO

About GanttPRO

Ganttpro is a powerful project management tool that helps teams plan, schedule, and manage their projects using Gantt charts. It offers features like task management, resource allocation, and time tracking to ensure projects are completed on time and within budget.

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Copilot

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.

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