Connect Project Monitor and DocuSoft to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Project Monitor with DocuSoft - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Deleted Project" from Project Monitor.

Add your action

An action happens after the trigger—such as "AddClient" in DocuSoft.

You’re connected!

Zapier seamlessly connects Project Monitor and DocuSoft, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Title
  Required
Trigger
Instant
Try It
- Title
  Required
Trigger
Instant
Try It
- Title
  Required
Trigger
Instant
Try It
- Title
  Required
- Description
- Project code
  Required
- Start date
  Required
- End date
  Required
- Project manager login
- State code
- Template code
- External reference
- Source application
  Required
- Custom attributes
- Reference links
Action
Write
- Title
  Required
- Description
- Project code
- Start date
- End date
- Project manager login
- State code
- External reference
- Source application
  Required
- Custom attributes
- Reference links mode
- Reference links
Action
Write

- Project
  Required
- Source state code
  Required
- Target state code
  Required
- Phase Id
Action
Write
- Reference ID
  Required
- Reference Name
  Required
- Contact Email
- Address
- Telephone No
- Mobile No
- Fax
- Contact Name
- Description
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- FirstName
- LastName
- Salutation
- Role
- Greeting
- Contact Mobile
- State
- CDate
- LastLogin
- DateAdded
Action
Write

- Title
  Required
Trigger
Instant
Try It
- Title
  Required
Trigger
Instant
Try It
- Title
  Required
Trigger
Instant
Try It
- Title
  Required
- Description
- Project code
  Required
- State code
- Priority code
- Type Code
- User assigned login
- Sender login
- Due date
- External reference
- Source application
  Required
- Custom attributes
- Attachment
- Pjs
Action
Write
- Title
  Required
- Description
- Project code
- State code
- Priority code
- Type Code
- User assigned login
- Sender login
- Due date
- Task id
- External reference
- Source application
  Required
- Custom Attributes
Action
Write
- Ligth Mode
Action
Search

For AI agents & developers

Use Project Monitor and DocuSoft with AI agents and code

Beyond Zap workflows. Call Project Monitor and DocuSoft actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Project Monitor and DocuSoft actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Project
AddClient

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Project Monitor and DocuSoft actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* project-monitor / docusoft action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Project Monitor and DocuSoft to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Project Monitor to DocuSoft integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Project Monitor

Project Monitor is a PPM software that aims to manage your portfolios for all kinds of projects/sectors. Control the entire lifecycle, from request management to project execution. Measure progress on your team's workload and save time with a data-driven dashboard.

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Related categories

Project Management

About DocuSoft

Docusoft is a document management, workflow processes and document delivery tool to organize and keep clients documents in one central cloud storage which makes it easy to access and review.