Connect Cling to PPM Express and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from Cling

A trigger is an event that starts your Zap and runs the workflow. For example, with Cling, a trigger could be "Document Accepted."

A trigger is the event that kicks off your automated workflow.

Setup an action from PPM Express

An action is what takes place after the automation is triggered. For example, with PPM Express, the action could be "Create Idea."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Cling to PPM Express

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Triggers and actions are the main components of every automated workflow.

Connect Cling and PPM Express 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.

An illustration representing how to automate lead management with Zapier.

Connect Cling and PPM Express to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

Document Accepted
Triggers when a document changes status to accepted.
Trigger
Instant
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Document Expired
Triggers when a document changes status to expired.
Trigger
Instant
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Document Viewed
Triggers when a client views the document for the first time.
Trigger
Instant
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- Client type
- Client name
  Required
- Client socialSecurityNumber / organisationNumber
- Client reference
- Client email
- Client cellphone
- Client cellphone region
- Client street
- Client zip
- Client city
- Client reverse VAT
- Client note
Action
Write
- Document ID
  Required
Action
Write

Idea Deleted
Triggers when a Idea is deleted.
Trigger
Instant
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Key Date Created
Triggers when a Key Date is created.
Trigger
Instant
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Key Date Updated
Triggers when a Key Date is updated.
Trigger
Instant
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Project Deleted
Triggers when a Project is deleted.
Trigger
Instant
Try It
Task Created
Triggers when a Task is created.
Trigger
Instant
Try It
Task Updated
Triggers when a Task is updated.
Trigger
Instant
Try It
- Name
  Required
Action
Write
- Name
  Required
- Project Id
  Required
Action
Write
- Id
  Required
- Stage
  Required
Action
Write
- Project Id
  Required
- KeyDate Id
  Required
Action
Write
- Id
  Required
Action
Search
- Id
  Required
Action
Search

Document Denied
Triggers when a document changes status to denied.
Trigger
Instant
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Document Sent
Triggers when a document changes status to sent.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Instant
Try It
- Document name
  Required
- Template ID
  Required
- Client ID
  Required
Action
Write
Idea Created
Triggers when a Idea is created.
Trigger
Instant
Try It
Idea Updated
Triggers when a Idea is updated.
Trigger
Instant
Try It
Key Date Deleted
Triggers when a Key Date is deleted.
Trigger
Instant
Try It
Project Created
Triggers when a Project is created.
Trigger
Instant
Try It
Project Updated
Triggers when a Project is updated.
Trigger
Instant
Try It
Task Deleted
Triggers when a Task is deleted.
Trigger
Instant
Try It
- Name
  Required
- challenge Id
  Required
Action
Write
- Name
  Required
- Project Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Project Id
  Required
- Task Id
  Required
Action
Write
- Project Id
  Required
- KeyDate Id
  Required
Action
Search
- Project Id
  Required
- Task Id
  Required
Action
Search

About Cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

Help

Related categories

Proposal & Invoice Management

About PPM Express

PPM Express is Product Portfolio Management platform to easily integrate and orchestrate your existing projects in Microsoft Planner, Azure DevOps, Jira Software, Monday.com, and Microsoft Project Online to get a big picture view of your projects and product portfolio.

Help

Related categories

Product Management

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