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.

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.

  1. When this happens...
    ProjectManagerProjectManager
    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    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?
  • ProjectManager triggers, actions, and search

    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