Connect ProjectManager and Grist to Build Intelligent Automations

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ProjectManager

When this happens...

Choose an Action

Grist

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New User

New User

Triggered when a new user is added to your account

New Project

New Project

Triggers when a new project is created

New Task

New Task

Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project.

New Timesheet Entry

New Timesheet Entry

Triggered when a new timesheet entry is created

New Record

New Record

Triggers when a new Record is created.

Updated Record

Updated Record

Triggers when a Record is updated.

Do thisActions

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

Create Project

Create Project

Creates a new project

Create Task

Create Task

Create a new Task within a specific project.

Create Timesheet Entry

Create Timesheet Entry

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 Project

Update Project

Update an existing project, empty fields will remain unchanged

Update Task

Update Task

Update an existing task, empty fields will remain unchanged

Update Timesheet Entry ID

Update Timesheet Entry ID

Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry

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Frequently Asked Questions

How do I start an integration between ProjectManager and Grist?

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

Can we customize how data from ProjectManager is recorded in Grist?

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

How often does the data sync between ProjectManager and Grist?

The data sync between ProjectManager and Grist 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 ProjectManager to Grist?

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 ProjectManager and Grist?

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

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.

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Grist

About Grist

Grist is a modern spreadsheet and database hybrid that empowers users to organize and analyze their data with ease. It offers a flexible platform for creating custom applications, allowing users to manage their data in a way that suits their specific needs. With Grist, you can collaborate with your team, automate workflows, and gain insights from your data, all within a user-friendly interface.

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