Connect ProjectManager and Solve CRM 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 a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Ready to use ProjectManager and Solve CRM 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 Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
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 Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ProjectManager triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how ProjectManager data is recorded in Solve CRM. This includes choosing which data fields go into which fields of Solve CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ProjectManager and Solve CRM 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 Solve 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.
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 Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
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