Connect ProjectManager and ERP Docs
Integrate ProjectManager with ERP Docs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Templates from ERP Docs when New Resource Added in ProjectManager
Create Document from Template in ERP Docs when New Resource Added in ProjectManager
Get Bulk Send Batch from ERP Docs when New Resource Added in ProjectManager
Get Bulk Send Rows from ERP Docs when New Resource Added in ProjectManager
Get Documents from ERP Docs when New Resource Added in ProjectManager
Popular ProjectManager + ERP Docs flows
Start from a real workflow other teams are already running.
Choose a trigger
ProjectManager
When this happens...
New Resource Added
New Project Created
New Task Created
Timesheet Entry Created/Updated
Choose an action
ERP Docs
Automatically do this!
Get Templates
Create Document from Template
Get Bulk Send Batch
Get Bulk Send Rows
Get Documents
Download Signed Document
Send Document Reminder
Get Workspaces
Delete Brand Profile
Get Brand Profiles
Update Brand Profile
Create Brand Profile
Get Templates from ERP Docs when New Resource Added in ProjectManager
Use this flowCreate Document from Template in ERP Docs when New Resource Added in ProjectManager
Use this flowGet Bulk Send Batch from ERP Docs when New Resource Added in ProjectManager
Use this flowGet Bulk Send Rows from ERP Docs when New Resource Added in ProjectManager
Use this flowGet Documents from ERP Docs when New Resource Added in ProjectManager
Use this flowDownload Signed Document from ERP Docs when New Resource Added in ProjectManager
Use this flowSend Document Reminder via ERP Docs when New Resource Added in ProjectManager
Use this flowGet Workspaces from ERP Docs when New Resource Added in ProjectManager
Use this flowDelete Brand Profile in ERP Docs when New Resource Added in ProjectManager
Use this flowGet Brand Profiles from ERP Docs when New Resource Added in ProjectManager
Use this flowSupported Triggers & Actions
Everything you can automate between ProjectManager and ERP Docs.
When this happensTriggers
A trigger is an event that starts a workflow.
New Resource Added
Runs when a new person, material, or tool is added to your account
New Project Created
Runs when a new project is created in ProjectManager.
New Task Created
Runs when a new task is created, optionally only for a specific project.
Timesheet Entry Created/Updated
Runs when a timesheet entry is created/updated.
Do thisActions
Action is the task that follows automatically within your ProjectManager integrations.
Create Project
Create a new project with name, manager, dates, members, status, budget, and optional settings.
Create Task
Create a new task in a chosen project, setting name, assignees, dates, priority, status, and more.
Create Timesheet Entry
Create a timesheet entry for a person, task, and date with hours and notes. Only one entry allowed per person/task/day.
Update Project
Update a project's details by project ID. Choose fields to update (name, target date, status, customer, manager).
Update Task
Update an existing task; empty fields remain unchanged.
Update Timesheet Entry
Update an existing timesheet entry's hours, minutes, or notes for a chosen timesheet ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About ProjectManager
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 moreSimilar apps
About ERP Docs
ERPDocs is an AI-native document platform for securely preparing, sending, signing, tracking, and managing business agreements. It provides reusable templates, automated document insights, e-signatures, audit trails, contract reminders, secure sharing, and API-driven workflows.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ProjectManager and ERP Docs accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ProjectManager and ERP Docs as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ERP Docs. No coding required.
Yes. You can set up a workflow where ProjectManager triggers actions in ERP Docs, and a separate workflow where ERP Docs triggers actions in ProjectManager. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ProjectManager and ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ProjectManager and ERP Docs integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
