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.
- When this happens...
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWriteCreate a new record or update an existing record in your app.
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New User
Triggered when a new user is added to your account
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
Description
Manager
Priority
Status
Folder
Target Date
AccessRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Task IDRequired
DateRequired
HoursRequired
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get Project Priorities
Gets a list of all the priorities which can be applied to a project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get User Roles
Get all the roles which can be assigned to a user
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get User Teams
Get all the teams which a user can be added to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Field IDRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Name
Description
Due Date
Progress
Priority
Status ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User to UpdateRequired
First Name
Last Name
Phone Number
Notes
Teams
Skills
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email
Assignable Users Only
Team
Skill
Role
ActionThis is an event a Zap performs.SearchFind existing data in your appDate From
Date To
Project
Task
User
Order By
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst NameRequired
Last NameRequired
EmailRequired
Assignable Users Only
Team
Skill
Role
Phone
Notes
Teams
Skills
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDate From
Date To
Project
Task IDRequired
UserRequired
Order By
DateRequired
HoursRequired
Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Note
Salesforce ObjectRequired
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Project
Triggers when a new project is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProject IdRequired
NameRequired
Description
Start Date
Due Date
ProgressRequired
Assignees
Priority
Status ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
EmailRequired
Phone
Notes
Role
Teams
Skills
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get Project Folders
Get all of the project folders, used to organise your projects
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get Project Statuses
Get all the statuses which can be applied to a project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get Task Priorities
Get all the priorities which can be applied to a task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get User Skills
Get all the skills which can be applied to a user
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get Account Information
Returns information about the current user including home URL, email, user ID and workspace name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project to UpdateRequired
Name
Description
Manager
Priority
Status
Status Update
Folder
Target Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Timesheet Entry IDRequired
Hours
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project Name
Manager
Priority
Status
Folder
ActionThis is an event a Zap performs.SearchFind existing data in your appProject
Assignee
Priority
Progress From
Progress To
Date From
Date To
Task Name
Summary Task
Order ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Manager
Priority
Status
Folder
Description
Target Date
AccessRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProject IdRequired
Assignee
Priority
Progress From
Progress To
Date From
Date To
NameRequired
Summary Task
Order ByRequired
Description
Start Date
Due Date
ProgressRequired
Assignees
Status ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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