ProjectManager + Salesforce

ProjectManager + Salesforce integrations

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...
New ProjectTriggers when a new project is created
TriggerPolling
automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWrite

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More things you can do with ProjectManager and Salesforce

Discover other triggers and actions you can use with ProjectManager and Salesforce

New User
Triggered when a new user is added to your account
Trigger
Polling
Try It
- Project ID
Trigger
Polling
Try It
- Name
  Required
- Description
- Manager
- Priority
- Status
- Folder
- Target Date
- Access
  Required
Action
Write
- User
  Required
- Task ID
  Required
- Date
  Required
- Hours
  Required
- Notes
Action
Write
- Project ID
  Required
Action
Write

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

- Task ID
  Required
Action
Write
- Project
  Required
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 ID
  Required
- Field ID
  Required
- Value
  Required
Action
Write
- Task ID
  Required
- Name
- Description
- Due Date
- Progress
- Priority
- Status ID
Action
Write
- User to Update
  Required
- 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 Name
  Required
- Last Name
  Required
- Email
  Required
- Assignable Users Only
- Team
- Skill
- Role
- Phone
- Notes
- Teams
- Skills
Action
Search or write
- Date From
- Date To
- Project
- Task ID
  Required
- User
  Required
- Order By
- Date
  Required
- Hours
  Required
- Notes
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

New Project
Triggers when a new project is created
Trigger
Polling
Try It
- Project
- User
Trigger
Polling
Try It
- Project Id
  Required
- Name
  Required
- Description
- Start Date
- Due Date
- Progress
  Required
- Assignees
- Priority
- Status ID
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- 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 ID
  Required
Action
Write
Get Task Priorities
Get all the priorities which can be applied to a task
Action
Write
- User ID
  Required
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 Update
  Required
- Name
- Description
- Manager
- Priority
- Status
- Status Update
- Folder
- Target Date
Action
Write
- Timesheet Entry ID
  Required
- 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 By
  Required
Action
Search
- Name
  Required
- Manager
- Priority
- Status
- Folder
- Description
- Target Date
- Access
  Required
Action
Search or write
- Project Id
  Required
- Assignee
- Priority
- Progress From
- Progress To
- Date From
- Date To
- Name
  Required
- Summary Task
- Order By
  Required
- Description
- Start Date
- Due Date
- Progress
  Required
- Assignees
- Status ID
Action
Search or write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

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.

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Related categories

Project Management

About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

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