Integrations ProjectManager SERA Systems
ProjectManager + SERA Systems

Connect ProjectManager and SERA Systems to Build Intelligent Automations

Choose a Trigger

ProjectManager

When this happens...

Choose an Action

SERA Systems

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Enable Integrations or automations with these events of ProjectManager and SERA Systems

Enable Integrations or automations with these events of ProjectManager and SERA Systems

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 SERA Systems?

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

Can we customize how data from ProjectManager is recorded in SERA Systems?

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

How often does the data sync between ProjectManager and SERA Systems?

The data sync between ProjectManager and SERA Systems 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 SERA Systems?

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 SERA Systems?

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

About SERA Systems

Sera is the new era of field services software that includes automated dispatch scheduling, improved efficiency while providing a delightful experience to business owners, technicians and customers service teams.

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