Connect OneDesk and Project Monitor to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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

100%

Help

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 "Item Updated" from OneDesk.

Add your action

An action happens after the trigger—such as "Create Project" in Project Monitor.

You’re connected!

Zapier seamlessly connects OneDesk and Project Monitor, 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.

- Item Type
  Required
- Updates On
  Required
- Ignore My Own Changes
Trigger
Polling
Try It
- Updates On
  Required
- Ignore My Own Changes
Trigger
Polling
Try It
- Item Type
  Required
Trigger
Polling
Try It
- Updates On
  Required
Trigger
Polling
Try It
- Item
  Required
- Post Type
  Required
- Comment
  Required
Action
Write

- Customer's email
  Required
- Customer's first name
  Required
- Customer's last name
  Required
- Customer Type
- Customer Organization
  Required
Action
Write
- User
  Required
- Item
  Required
- Work
  Required
- Percent completed
  Required
- Billable
- Comment
- lifecycleStatus
- Start date & time
  Required
- Finish date & time
  Required
Action
Write

- Item
  Required
- Lifecycle Status
- Name
- Custom Field(s)
- Priority
- Description
- Percent Completed
- Agile Points
- Item type
Action
Write
- Field to search by
  Required
- Search critera
  Required
Action
Search
- 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

- Comment Posted On
  Required
- Public or Internal message
  Required
Trigger
Polling
Try It
New Portfolio
Triggers when a new portfolio is created.
Trigger
Polling
Try It
- Billable
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- Type
  Required
- Name
  Required
- Description
- Portfolio(s)
Action
Write
- Name
  Required
- Item type
  Required
- Project
  Required
- Description
- Requester Emails
- Requester ID
- Priority
Action
Write
- User Type
  Required
- Team/Account
- First Name
- Last Name
- Email
  Required
- Administrator
Action
Write
- Container Types
  Required
- Search By
  Required
- Search critera
  Required
Action
Search
- 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

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

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

Learn about AI automation

About OneDesk

OneDesk combines helpdesk, product management, and project management software into one platform. OneDesk offers a web-app, mobile app, and website portal to connect your customers, employees, and partners.

HelpHelp

Related categories

Project Management

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.