Connect AroFlo and ProjectManager

Both apps 52AroFlo 26ProjectManager 26

• Trigger
  List New or Updated Clients

  Triggers when a client is created or updated in AroFlo; returns the client's ID and change time.

• Trigger
  List New or Updated Invoices

  Triggers when an invoice is created or updated in AroFlo; returns the invoice's ID and change time.

• Trigger
  List New or Updated Tasks

  Triggers when a task is created or updated in AroFlo; returns the task's ID and change time.

• Trigger
  List Timesheets

  Triggers when a new timesheet entry is recorded in AroFlo.

• Action
  Add location

  Creates a new site location for an AroFlo client, with its name and address.

• Action
  Add supplier

  Creates a new supplier in AroFlo with its contact details, street address and mailing address.

• Action
  Add task labour

  Adds a labour line (time worked by a user) to an existing AroFlo task.

• Action
  Add task material

  Adds a material line (an ad-hoc item or an inventory item) to an AroFlo task's worksheet.

• Action
  Add Task Note

  Adds a note to an AroFlo task.

• Action
  Create Client

  Creates a new client in AroFlo.

• Action
  Create User

  Creates a new user in AroFlo.

• Action
  Custom Payload

  Sends a custom XML insert or update to any AroFlo zone and returns AroFlo's post results.

• Action
  Find Asset

  Finds AroFlo assets matching a field value and returns their records.

• Action
  Find Business Unit

  Finds an AroFlo business unit by name and returns its record, including its org ID.

• Action
  Find Client

  Finds AroFlo clients by company/reference name and returns the matching client records.

• Action
  Find contact

  Finds client and contractor contacts in AroFlo by email, name or ID.

• Action
  Find Invoice

  Finds AroFlo invoices matching a field value and returns their records.

• Action
  Find project

  Finds AroFlo projects by project name and returns the matching project records.

• Action
  Find quote

  Finds AroFlo quotes where a chosen quote field (ID, name, job number, status, dates) equals a value, returning the matching quotes.

• Action
  Find Schedule

  Finds AroFlo schedules matching a field value and returns their records.

• Action
  Find Task

  Finds AroFlo tasks matching a field value and returns their records.

• Action
  Find Timesheet Group

  Returns the timesheet entries for one task, user, work date or type, with their combined total hours.

• Action
  Find User

  Finds AroFlo users matching a field value and returns their records.

• Action
  Update Client

  Updates an existing AroFlo client; only the fields you supply are changed.

• Action
  Update Task Fields

  Updates the name, description, due date or order number of an AroFlo task; only supplied fields change.

• Action
  Update Task Status

  Sets the status and optional substatus of an AroFlo task.

• Trigger
  New Project

  Fires when a new project is created in the ProjectManager workspace.

• Trigger
  New Task

  Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project

• Trigger
  New User

  Fires when a new user (resource) is added to the ProjectManager workspace.

• Action
  Create Project

  Create a new project in your workspace

• Action
  Create Task

  Creates a new task within a specified project

• Action
  Create Timesheet Entry

  Create a single timesheet entry. A timesheet entry is the number of hours spent by a person on a task on a specific day. There can only be one entry per person/task/day, trying to add a second entry will give a conflict error, however you can use the timesheet-update action to increase the number of hours logged for an existing timesheet entry.

• Action
  Create User

  Add a new user/resource in your account

• Action
  Get Account Information

  Returns information about the current user including home URL, email, user ID and workspace name

• Action
  Get Project Details

  Get the details of one specific project

• Action
  Get Project Priorities

  Gets a list of all the priorities which can be applied to a project

• Action
  Get Project Statuses

  Get all the statuses which can be applied to a project

• Action
  Get Task Details

  Get the details of one specific task, you will need to know the task's unique ID

• Action
  Get Task Fields

  Get all the custom fields which can be applied to the tasks in a specific project, each project has different custom fields so you will need to provide a ProjectID with this action

• Action
  Get Task Field Values

  Get the value of each custom field applied to a specific task

• Action
  Get Task Priorities

  Get all the priorities which can be applied to a task

• Action
  Get Task Statuses (Columns)

  Get the statuses (board columns) which can be applied to tasks in a specific project, note that each project has unique task statuses

• Action
  Get User Details

  Get the details of one specific user/resource

• Action
  Get User Roles

  Retrieves the list of user roles (privilege levels) defined in the ProjectManager workspace.

• Action
  Search Projects

  Search through your active projects using various criteria, 100 results max

• Action
  Search Tasks

  Search for tasks across your entire account, using various criteria, 100 results max

• Action
  Search Users

  Search for workspace users/resources using various criteria, 100 results max

• Action
  Update Project

  Update an existing project, empty fields will remain unchanged

• Action
  Update Task

  Update an existing task, empty fields will remain unchanged

• Action
  Update Task Field Value

  Update the value of a custom field for a specific task

• Action
  Update Timesheet Entry

  Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry

• Action
  Update User

  Update an existing user/resource, empty fields will remain unchanged

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