Connect ProofHub and Elevated CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Discussion Or Topic Created
New Task Added
Task or Subtask Updated
New Project Is Created
Project Updated
New Person Is Added
Person Is Updated
New Todo List Is Created
New Event Or Milestone Is Created
Event Or Milestone Is Updated
New Notebook Is Created
New Note Created
Note Is Updated
New Timesheet Entry Is Created
New Announcement Created
Choose an Action
Automatically do this!
- Request a new Action for Elevated CRM
Enable Integrations or automations with these events of ProofHub and Elevated CRM
Enable Integrations or automations with these events of ProofHub and Elevated CRM
Triggers
New Discussion Or Topic Created
Runs when new discussion or topic is created
New Task Added
Runs when a new task is added to a project in ProofHub.
Task or Subtask Updated
Runs when a task or subtask is updated or marked completed in ProofHub
New Project Is Created
Runs when New Project Is Created
Project Updated
Runs when a project is updated
New Person Is Added
Runs when New Person Is Added
Actions
Create Task
Creates a new task in a specified project.
Create Project
Creates a new project in ProofHub.
Create Comment
Add a comment to a project task or topic.
Update Task
Updates a task or subtask and optionally marks it as complete.
Delete Task
Deletes a task or subtask.
Create Announcement
Create an announcement to notify selected users now or at a scheduled time.
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Frequently Asked Questions
To start, connect both your ProofHub and Elevated CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ProofHub triggers actions in Elevated CRM (or vice versa).
Absolutely. You can customize how ProofHub data is recorded in Elevated CRM. This includes choosing which data fields go into which fields of Elevated CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ProofHub and Elevated 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 ProofHub and Elevated 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 ProofHub
ProofHub is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it ideal for teams of all sizes.
Learn MoreAbout Elevated CRM
Elevated CRM is a contact management tool that manages your contacts presence on the internet.
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