
When this happens...
New User
New Project
New Task
New Timesheet Entry

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When this happensTriggers
A trigger is an event that starts a workflow.
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
Triggers when new files are created within the selected time interval.
Action is the task that follows automatically within your ProjectManager integrations.
Creates a new project
Create a new Task within a specific project.
Create a timesheet entry by specifying the person, task, date, and hours. Only one entry per person/task/day is allowed. Use timesheet-update to modify an existing entry.
Update an existing project, empty fields will remain unchanged
Update an existing task, empty fields will remain unchanged
Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry

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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 ProjectManager and Ebby accounts to viaSocket. Once connected, you can set up a workflow where an event in ProjectManager triggers actions in Ebby (or vice versa).
Absolutely. You can customize how ProjectManager data is recorded in Ebby. This includes choosing which data fields go into which fields of Ebby, setting up custom formats, and filtering out unwanted information.
The data sync between ProjectManager and Ebby 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 ProjectManager and Ebby. 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.
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.
Learn MoreEbby is a comprehensive platform designed to streamline and enhance the real estate transaction process. It offers tools and features that facilitate communication, document management, and transaction tracking for real estate professionals, ensuring a seamless experience for both agents and clients.
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