Connect GanttPRO and Sage Sales Management to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
New Comment
Choose an Action
Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
Ready to use GanttPRO and Sage Sales Management automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Returns tasks from the selected project that were created within the past number of minutes specified by the scheduledTime input.
New Comment
Returns comments added to the selected task within the past specified number of minutes.
New Activity
Triggers when a new activity is created.
New Account
Triggers when a new account is created.
New Calendar Item
Triggers when a new calendar item is created.
New Contact
Triggers when a new contact is created.
Do thisActions
Action is the task that follows automatically within your GanttPRO integrations.
Create Task
Create a new task in a GanttPRO project with specified name, dates, status, priority, progress, estimation, deadline, and color.
Create Project
Create a new project in GanttPRO with a name, optional description, start date, and configuration (duration view and working days).
Delete Task
Permanently deletes the selected task from the specified GanttPRO project.
Update task
Update an existing GanttPRO task — modify its name, description, status, priority, progress, deadline, estimation, or color.
Add Comment To Task
Adds a comment to a specific task in a GanttPRO project by the selected user.
Create Account
Create Account in ForceManager
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Frequently Asked Questions
To start, connect both your GanttPRO and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in GanttPRO triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how GanttPRO data is recorded in Sage Sales Management. This includes choosing which data fields go into which fields of Sage Sales Management, setting up custom formats, and filtering out unwanted information.
The data sync between GanttPRO and Sage Sales Management 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 GanttPRO and Sage Sales Management. 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 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.
Learn MoreAbout Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
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