Connect ProjectManager and Sage Sales Management to Build Intelligent Automations
Choose a Trigger
When this happens...
New Resource Added
New Project Created
New Task Created
Timesheet Entry Created/Updated
Choose an Action
Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
Ready to use ProjectManager and Sage Sales Management automations
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 Created/Updated
Runs when a timesheet entry is created/updated.
New Activity
Triggers when a new activity is created.
New Account
Triggers when a new account is created.
Do thisActions
Action is the task that follows automatically within your ProjectManager integrations.
Create Project
Create a new project
Create Task
Creates a new task in your project.
Update Project
Update selected fields of an existing project. Empty fields 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
Get Project Details
Get details of a specific project.
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Frequently Asked Questions
To start, connect both your ProjectManager and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in ProjectManager triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how ProjectManager data is recorded in Sage Sales Management. This includes choosing which data fields go into which fields of Sage Sales Management, setting up custom formats, and filtering out unwanted information.
The data sync between ProjectManager and Sage Sales Management 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 Sage Sales Management. 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 Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
Learn More
