Connect Easy Project and Salesloft

Both apps 34Easy Project 14Salesloft 20

• Trigger
  New Project

  Triggers when a new project is created in Easy Project.

• Trigger
  New Task

  Triggers when a new task is created in Easy Project.

• Trigger
  Task Comments Web Hook Trigger

  Triggers when a comment is added to a task in Easy Project.

• Action
  Create Planned Project Expense

  Creates a planned (expected) expense in a project's budget in Easy Project, with its amount, currency, VAT and planned date.

• Action
  Create Project

  Creates a new project in Easy Project with its name, dates, manager, parent project, tags and custom field values.

• Action
  Create Project Expense

  Creates an actual (other) expense on a project's budget in Easy Project, with amounts, VAT, currency, date, tags and custom fields.

• Action
  Create Project Income

  Creates an actual income (other revenue) on an Easy Project project's budget, with amounts, VAT, currency, date and optional milestone, tags and custom fields.

• Action
  Create Task

  Creates a task (issue) in an Easy Project project, with its tracker, status, priority, assignee, dates and custom field values.

• Action
  Create Time Entry

  Logs spent time in Easy Project against a project, and optionally a task, for a user on a given date.

• Action
  Find Project

  Returns the projects whose details match the search text you supply.

• Action
  Get Planned Project Expense

  Returns a single planned project expense by its ID, including its amounts, currency, project, milestone, custom fields and tags.

• Action
  Get Project Expense

  Returns a single project expense by its ID, including its project, milestone, amounts, VAT, currency, date, custom fields and tags.

• Action
  Get Project Income

  Returns a single project income (other revenue) record by its ID, including amounts, currency, project, custom fields and tags.

• Action
  Update Task

  Updates an existing task in Easy Project, changing only the fields you fill in, and can add a comment to it.

• Trigger
  Account Created, Updated or Deleted

  Triggers when an account (company) is created or updated in Salesloft.

• Trigger
  Cadence Created, Updated or Deleted

  Triggers when a cadence is created or updated in Salesloft.

• Trigger
  Call Created or Updated

  Triggers when a call is created or updated in Salesloft.

• Trigger
  Meeting Created or Updated

  Triggers when a meeting is created or updated in Salesloft.

• Trigger
  Note Created, Updated or Deleted

  Triggers when a note is created or updated in Salesloft.

• Trigger
  Person Created, Updated or Deleted

  Triggers when a person is created or updated in Salesloft.

• Trigger
  Step Created, Created/Updated or Deleted

  Triggers when a cadence step is created or updated in Salesloft.

• Trigger
  Task Created, Completed or Deleted

  Triggers when a task is created or updated in Salesloft.

• Trigger
  User Created or Updated

  Triggers when a user is created or updated in Salesloft.

• Action
  Add note

  Creates a note on a Salesloft person or account, optionally linked to a call.

• Action
  Add person to cadence

  Adds a person to a cadence, optionally on behalf of a teammate or starting at a specific step. Returns the new cadence membership.

• Action
  Add task

  Creates a call, email or general task in Salesloft for a person, assigned to a user.

• Action
  Create Person

  Creates a new person (prospect) in Salesloft. Needs an email address, or a phone number together with a last name.

• Action
  Delete person

  Deletes a person from Salesloft. This cannot be undone without contacting Salesloft support.

• Action
  Find accounts by criteria

  Finds Salesloft accounts (companies) matching criteria such as name, domain, tags, owner, industry or location.

• Action
  Find Person

  Finds people in Salesloft by email address. Returns the first match and the list of all matches.

• Action
  Find User

  Finds users on your Salesloft team by name or email. Returns the first match and the list of all matches.

• Action
  Get person

  Returns a Salesloft person by ID, including contact details, company, owner, cadences, tags and custom fields.

• Action
  List cadences

  Returns the cadences in your Salesloft team, optionally filtered by name, owner, group, sharing or archived status.

• Action
  Remove person from cadence

  Removes a person from a cadence by deleting their cadence membership.

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