Connect ProjectManager and LeadConnector to Build Intelligent Automations
Choose a Trigger
When this happens...
New Resource Added
New Project Created
New Task Created
Timesheet Entry Updated
Choose an Action
Automatically do this!
Create Task
Add Tags To Contact
Update Task
Search Task
Delete Task
Create Contact
Update Contact
Search Contact
Create Opportunity
Update Opportunity
Search Opportunity
Create Note
Create Tag
Update Tag
Search Tag
Get Calendar Free Slots
Search Calendar
Create Calendar Group
Create Appointment
Add Contact to Workflow
Remove Lead from Workflow
Add Contact Note
List Campaigns
Create Conversation
Search Conversation
Create Business
Get Conversation Messages
List Forms
Get Link
List Surveys
List White-label Integration Providers
List Payment Orders
List Transactions
List Subscriptions
Search Coupon
Retrieve Provider Config
Get Product Details
Search Custom Object
Create Link
Create White-label Integration Provider
Create Coupon
Create New Integration
Create Custom Object
Get Calendar Group
Search Appointment
Search Business
Create AI Agent
Search AI Agent
Update Custom Object
Get Email Campaign Analytics
Ready to use ProjectManager and LeadConnector automations
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Actions and Triggers
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 Updated
Runs when a timesheet entry is updated.
New Contact Created
Runs when a new contact is created in LeadConnector.
Do thisActions
Action is the task that follows automatically within your ProjectManager integrations.
Create Project
Creates a new project
Create Task
Creates a new task in your project.
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 an existing project, empty fields will remain unchanged
Update Task
Update an existing task; empty fields remain unchanged.
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
To start, connect both your ProjectManager and LeadConnector accounts to viaSocket. Once connected, you can set up a workflow where an event in ProjectManager triggers actions in LeadConnector (or vice versa).
Absolutely. You can customize how ProjectManager data is recorded in LeadConnector. This includes choosing which data fields go into which fields of LeadConnector, setting up custom formats, and filtering out unwanted information.
The data sync between ProjectManager and LeadConnector 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 LeadConnector. 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 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 MoreAbout LeadConnector
LeadConnector is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
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