Connect GanttPRO and OnePage CRM to Build Intelligent Automations

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GanttPRO

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OnePage CRM

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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.

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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 Contact hold

Create Contact hold

Creates a new contact in OnePageCRM.

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Frequently Asked Questions

How do I start an integration between GanttPRO and OnePage CRM?

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

Can we customize how data from GanttPRO is recorded in OnePage CRM?

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

How often does the data sync between GanttPRO and OnePage CRM?

The data sync between GanttPRO and OnePage CRM 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 OnePage CRM?

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 OnePage CRM?

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

About OnePage CRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

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