How to connect LiveAgent + Project Manager
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- New Customer (Experimental)Triggers when a new customer is added to system. (uses API v3).Trigger
- New CustomerTriggers when a new customer is added to system.Trigger
- Add Customer to GroupAdd customer to group.Action
- Create ConversationCreates new conversation.Action
- Add New CustomerAdds new contact/customer to system.Action
- Remove Customer From GroupRemoves customer from particular group.Action
- New FileTriggers when a new file is added to ProjectManager.com.Trigger
- New PersonTriggers when a new person is created in ProjectManager.com.Trigger
- Project Manager
Triggers when a new ProjectManager.com project is created.
Instant
Trigger
- Project Manager
Triggers when a task is created on the ProjectManager.com My Tasks page.
Instant
Trigger
- Project Manager
Adds a new file to the user's My Docs folder in ProjectManager.com.
Scheduled
Action
- Project Manager
Creates a new project in ProjectManager.com.
Scheduled
Action
- Project Manager
Creates a new task on a ProjectManager.com project.
Scheduled
Action
- Project Manager
Creates a new timesheet for the current day.
Scheduled
Action
How LiveAgent + Project Manager Integrations Work
- Step 1: Authenticate LiveAgent and Project Manager.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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