ProjectManager + Salesforce

Add Salesforce cases for new projects in ProjectManager

Connect your ProjectManager projects with Salesforce to make your life a bit easier. When you add a new project in ProjectManager, a new case is automatically added to your Salesforce account.

When this happens...
TriggerScheduled
automatically do this!
Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

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Supported triggers and actions

What does this mean?

New User
Triggered when a new user is added to your account
Trigger
Scheduled
Try It
- Project ID
Trigger
Scheduled
Try It
- NameRequired
- Description
- Manager
- Priority
- Status
- Folder
- Target Date
- AccessRequired
Action
Write
- UserRequired
- Task IDRequired
- DateRequired
- HoursRequired
- Notes
Action
Write
- Project IDRequired
Action
Write

Get Project Priorities
Gets a list of all the priorities which can be applied to a project
Action
Write
- ProjectRequired
Action
Write

- Task IDRequired
Action
Write
- ProjectRequired
Action
Write
Get User Roles
Get all the roles which can be assigned to a user
Action
Write
Get User Teams
Get all the teams which a user can be added to
Action
Write
- Task IDRequired
- Field IDRequired
- ValueRequired
Action
Write
- Task IDRequired
- Name
- Description
- Due Date
- Progress
- Priority
- Status ID
Action
Write
- User to UpdateRequired
- First Name
- Last Name
- Phone Number
- Notes
- Teams
- Skills
Action
Write
- First Name
- Last Name
- Email
- Assignable Users Only
- Team
- Skill
- Role
Action
Search
- Date From
- Date To
- Project
- Task
- User
- Order By
Action
Search
- First NameRequired
- Last NameRequired
- EmailRequired
- Assignable Users Only
- Team
- Skill
- Role
- Phone
- Notes
- Teams
- Skills
Action
Search or write
- Date From
- Date To
- Project
- Task IDRequired
- UserRequired
- Order By
- DateRequired
- HoursRequired
- Notes
Action
Search or write
- History ObjectRequired
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

New Project
Triggers when a new project is created
Trigger
Scheduled
Try It
- Project
- User
Trigger
Scheduled
Try It
- Project IdRequired
- NameRequired
- Description
- Start Date
- Due Date
- ProgressRequired
- Assignees
- Priority
- Status ID
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Notes
- Role
- Teams
- Skills
Action
Write
Get Project Folders
Get all of the project folders, used to organise your projects
Action
Write
Get Project Statuses
Get all the statuses which can be applied to a project
Action
Write
- Task IDRequired
Action
Write
Get Task Priorities
Get all the priorities which can be applied to a task
Action
Write
- User IDRequired
Action
Write
Get User Skills
Get all the skills which can be applied to a user
Action
Write
Get Account Information
Returns information about the current user including home URL, email, user ID and workspace name
Action
Write
- Project to UpdateRequired
- Name
- Description
- Manager
- Priority
- Status
- Status Update
- Folder
- Target Date
Action
Write
- Timesheet Entry IDRequired
- Hours
- Notes
Action
Write
- Project Name
- Manager
- Priority
- Status
- Folder
Action
Search
- Project
- Assignee
- Priority
- Progress From
- Progress To
- Date From
- Date To
- Task Name
- Summary Task
- Order ByRequired
Action
Search
- NameRequired
- Manager
- Priority
- Status
- Folder
- Description
- Target Date
- AccessRequired
Action
Search or write
- Project IdRequired
- Assignee
- Priority
- Progress From
- Progress To
- Date From
- Date To
- NameRequired
- Summary Task
- Order ByRequired
- Description
- Start Date
- Due Date
- ProgressRequired
- Assignees
- Status ID
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search

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.

Related categories

Project Management

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

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ProjectManager + Salesforce

Add Salesforce cases for new projects in ProjectManager

New User

New Task

Project ID

Create Project

Description

Manager

Priority

Status

Folder

Target Date

AccessRequired

Create Timesheet Entry

UserRequired

Task IDRequired

DateRequired

HoursRequired

Notes

Get Project Details

Project IDRequired

Get Project Priorities

Get Task Fields

ProjectRequired

Get Task Details

Task IDRequired

Get Task Statuses (Columns)

ProjectRequired

Get User Roles

Get User Teams

Update Task Field Value

Task IDRequired

Field IDRequired

ValueRequired

Update Task

Task IDRequired

Name

Description

Due Date

Progress

Priority

Status ID

Update User

User to UpdateRequired

First Name

Last Name

Phone Number

Notes

Teams

Skills

Search Users

First Name

Last Name

Email

Assignable Users Only

Team

Skill

Role

Search Timesheets

Date From

Date To

Project

Task

User

Order By

Find or Create User

First NameRequired

Last NameRequired

EmailRequired

Assignable Users Only

Team

Skill

Role

Phone

Notes

Teams

Skills