Project Bubble + Visual Lease Integrations

How to connect Project Bubble + Visual Lease

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Choose an Action

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Supported triggers and actions

What does this mean?

Completed Subtask
Triggers when a subtask is completed.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- Event NameRequired
  Enter the name of the event.
- Start DateRequired
  Enter the start date of this event (yyyymmdd).
- Due Date Required
  Enter the due date for this event (yyyymmdd).
- Project ID
  Attach this event to a project ID.
- Creator
  Enter the user ID of the creator of this event.
Action
Write

- Sub-task NameRequired
  Enter the sub-task name.
- Task IDRequired
  Enter the task ID of the parent task for this sub-task.
- Start Date
  Enter the start date of this subtask (yyyymmdd).
- Due Date
  Enter the start date of this subtask (yyyymmdd).
- Description
  Add a description to this subtask. Markdown syntax is supported.
- Creator
  Enter the user ID of the creator of this subtask.
Action
Write
- Email Address of RecipientRequired
  This is the email address you have setup in Visual Lease Alerts tab as the recipient/contact who is to receive the alert notification. This email address will be used to filter and send only alerts for which you are a recipient.
Trigger
Instant
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Change of Lease Status
Triggers when lease status is changed.
Trigger
Instant
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New Lease
Triggers when a new lease is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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Change of Project Status
Triggers when project status is changed.
Trigger
Instant
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- Lease NameRequired
  Lease to which the document will be added to. The field in the trigger app, to which you map this Lease Name field, must contain the name of the Lease.
- File NameRequired
  File name of document.
- File Content UrlRequired
  Url from which file can be retrieved.
Action
Write
- Project NameRequired
  Project to which the document will be added to.
- File NameRequired
  File name of the document.
- File Content UrlRequired
  Url from which the file can be retrieved.
Action
Write

Completed Task
Triggers when a task is completed.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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New Subtask
Triggers when a new subtask is created.
Trigger
Instant
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- Client NameRequired
  Enter the name of the client.
- Email
  Enter the email address for this client.
- Main Telephone
  Enter the main telephone number for this client.
- Fax
  Enter the fax number for this client.
- Mobile Telephone
  Enter the mobile telephone number for this client.
- Website
  Enter the website url for this client.
- Address
  Enter the address of this client.
- City
  Enter the city of this client.
- State
  Enter the state of this client.
- Postcode
  Enter the postal/ZIP code of this client.
- Country
  Enter the country code (e.g. US) for this client.
- Background
  Add background information on this client.
- Creator
  Enter the user ID of the creator of this client.
Action
Write
- Project NameRequired
  Enter the name of the project.
- Start Date
  Enter the start date of this project (yyyymmdd).
- Due Date
  Enter the due date of this project (yyyymmdd).
- Description
  Add a description to this project. Markdown syntax is supported.
- Client
  Assign a client to this project.
- Creator
  Enter the user ID of the creator of this project.
Action
Write
- Task NameRequired
  Enter a task name.
- Project IDRequired
  Enter the project ID of the parent project for this task.
- Start Date
  Enter the start date of this task (yyyymmdd).
- Due Date
  Enter the due date of this task (yyyymmdd).
- Description
  Add a description to this task. Markdown syntax is supported.
- Creator
  Enter the user ID of the creator of this task.
Action
Write
- Email Address of RecipientRequired
  This is the email address you have setup in Visual Lease Alerts tab as the recipient/contact who is to receive the alert notification. This email address will be used to filter and send only alerts for which you are a recipient.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Lease Document
A new lease document is created in Visual Lease.
Trigger
Instant
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New Project Document
A new project document is created in Visual Lease.
Trigger
Instant
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Change of Project Task Status
Triggers when project task status is changed.
Trigger
Instant
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- Lease NameRequired
  Lease to which the note will be added to. The field(s) in the trigger app, to which this field is mapped to, must contain the name of the Lease. For example, if you choose Email as the trigger app and map Subject and Body to this field, then Subject or Body must contain Lease name.
- NoteRequired
  Note that will be saved under the Lease that matches the Lease Name.
- Category
  Category to which the note will be associated to.
- Subject
  Subject of the note.
Action
Write
- Project NameRequired
  Project to which the note will be added to.
- NoteRequired
  Note that will be saved under the Project that matches the Project Name.
- Category
  Category to which the note will be associated to.
- Subject
  Subject of the Note.
Action
Write

How Project Bubble + Visual Lease Integrations Work

Step 1: Authenticate Project Bubble and Visual Lease.
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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Connect Project Bubble + Visual Lease

About Project Bubble

The simple and easy way to manage your projects. Spend less time learning a project management system, and more time being productive. Manage your projects online, track time, set deadlines, stay on budget, share files, be productive!

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About Visual Lease

Visual Lease is a comprehensive, powerful and easy-to-use real estate and lease management software solution that makes it easy to know what your leases say, how much they cost, and when they need attention. It enables companies to control, report, track, and manage owned and leased real estate and make better decisions on leases and related information.

Related categories

CRM (Customer Relationship Management)

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Project Bubble + Visual Lease Integrations

How to connect Project Bubble + Visual Lease

Connect your apps and automate workflows

Completed Subtask

New Client

New Project

New Task

Create Event

Event NameRequired

Start DateRequired

Due Date Required

Project ID

Creator

Create Subtask

Sub-task NameRequired

Task IDRequired

Start Date

Due Date

Description

Creator

Send Alert Notification

Email Address of RecipientRequired

Change of Lease Status

New Lease

New Project

Change of Project Status

Create a New Lease Document

Lease NameRequired

File NameRequired

File Content UrlRequired

Create a New Project Document

Project NameRequired

File NameRequired

File Content UrlRequired

Completed Task

New Event

New Subtask

Create Client

Client NameRequired

Email

Main Telephone

Fax

Mobile Telephone

Website

Address

City

State

Postcode

Country

Background

Creator

Create Project

Project NameRequired

Start Date

Due Date

Description

Client

Creator

Create Task

Task NameRequired

Project IDRequired

Start Date

Due Date

Description

Creator

Send Alert Notification Combined

Email Address of RecipientRequired

New Contact

New Lease Document

New Project Document

Change of Project Task Status

Create a New Lease Note

Lease NameRequired

NoteRequired

Category

Subject

Create a New Project Note

Project NameRequired

NoteRequired

Category