Connect 5pm to Knack

Both apps 405pm 28Knack 12

• Trigger
  New Progress

  Triggers when a new task progress is created.

• Trigger
  New Project

  Fires when a new project is created in 5pm (poll ProjectsService getList).

• Trigger
  New Task

  Triggers when a new support task is created.

• Trigger
  New User

  Triggers when a new support user is created.

• Trigger
  Updated Project

  Fires when a project is updated in 5pm (poll ProjectsService getList).

• Trigger
  Updated Task

  Triggers when a new support task is updated.

• Trigger
  Updated User

  Triggers when a new support user is updated.

• Action
  Add Task Progress

  Add Task Progress (progress in percent and house down).

• Action
  Add User

  Create a new user in the 5pm account (UsersService add).

• Action
  Create Note

  Creates a new note in task.

• Action
  Create Project

  Creates a new project.

• Action
  Create Task
• Action
  Delete Note

  Remove an activity note/progress message (ActivityService remove).

• Action
  Delete Project

  Remove a project (ProjectsService remove).

• Action
  Delete Task

  Remove a task from a 5pm project (TasksService remove).

• Action
  Delete User

  Remove a user from the account (UsersService remove).

• Action
  Find Project by Id

  Retrieve a single project by its id (ProjectsService getById).

• Action
  Find Task

  Finds a task in the application.

• Action
  Find Task by Id

  Finds a task by Id in the application.

• Action
  Find User by Email

  Retrieve a user by their email address (UsersService getByEmail).

• Action
  Find User by Id

  Finds a user by Id in the system.

• Action
  List Notes

  List activity notes/progress messages on a task (ActivityService getList).

• Action
  List Projects

  List all projects in the account (ProjectsService getAll/getList).

• Action
  List Users

  List all users in the account (UsersService getAll).

• Action
  Update Note

  Update an activity note/progress message (ActivityService update).

• Action
  Update Project

  Update a project's fields (ProjectsService update).

• Action
  Update Task

  Update task in the application.

• Action
  Update User

  Update a user's fields (UsersService update).

• Trigger
  New View Record

  Fires when a new record appears in a Knack page view — polls a view's records (respects the view's access control and filters), the view-based counterpart to New Record.

• Action
  Create Record

  Add a new record to a Knack object. Provide field values as a JSON object keyed by field key (e.g. field_1).

• Action
  Create View Record

  create a record through a view, including inserting a connected record (view-based)

• Action
  Delete Record

  Delete a record from a Knack object by ID.

• Action
  Delete View Record

  delete a record through a view (view-based)

• Action
  Get Record

  Retrieve a single record by ID from a Knack object.

• Action
  Get View Record

  Retrieve a single record through a page view by its ID — returns only the fields exposed by the view and respects the view's access control, the view-based counterpart to Get Record.

• Action
  List Records

  Retrieve records from a Knack object, with optional paging and filters.

• Action
  List View Records

  retrieve records through a view (view-based, applies view permissions/filters)

• Action
  Update Record

  Update an existing record in a Knack object by ID.

• Action
  Update View Record

  update a record through a view (view-based)

• Action
  Upload File or Image

  upload a file or image asset to associate with a record field

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.