Integrations ProjectManager IXACT Contact CRM
ProjectManager + IXACT Contact CRM

Connect ProjectManager and IXACT Contact CRM to Build Intelligent Automations

Choose a Trigger

ProjectManager

When this happens...

Choose an Action

IXACT Contact CRM

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Enable Integrations or automations with these events of ProjectManager and IXACT Contact CRM

Enable Integrations or automations with these events of ProjectManager and IXACT Contact CRM

Triggers

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

Request a new Trigger for ProjectManager

Actions

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 IXACT Contact CRM?

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

Can we customize how data from ProjectManager is recorded in IXACT Contact CRM?

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

How often does the data sync between ProjectManager and IXACT Contact CRM?

The data sync between ProjectManager and IXACT Contact 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 ProjectManager to IXACT Contact 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 ProjectManager and IXACT Contact CRM?

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

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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IXACT Contact CRM

About IXACT Contact CRM

IXACT Contact is a real estate CRM that helps agents stay organized and build relationships with clients, prospects and referral sources.

Learn More