Salesforce integration with Project Manager
How to Create ProjectManager.com projects for new Salesforce opportunities
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create ProjectManager.com projects for new Salesforce opportunities" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Project Manager integrations
Project Manager actions
Nekton can use any feature that is available in Project Manager API.
Using our advanced AI, you can easily create custom automations for Project Manager.
Here are some typical actions you can do in your automated workflows.
Create File
Adds a new file to the user's My Docs folder in ProjectManager.com.
Create a Task
Creates a new task on a ProjectManager.com project.
Create a Project
Creates a new project in ProjectManager.com.
Create a Timesheet
Creates a new timesheet for the current day.
New File
Triggers when a new file is added to ProjectManager.com.
New Project
Triggers when a new ProjectManager.com project is created.
About Project Manager
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.