Connect PPM Express and Sortd for Gmail

Both apps 42PPM Express 17Sortd for Gmail 25

• Trigger
  Idea Created

  Triggers when a Idea is created.

• Trigger
  Key Date Created

  Triggers when a Key Date is created.

• Trigger
  Key Date Updated

  Triggers when a Key Date is updated.

• Trigger
  Project Created

  Triggers when a Project is created.

• Trigger
  Project Updated

  Triggers when a Project is updated.

• Trigger
  Task Created

  Triggers when a Task is created.

• Trigger
  Task Deleted

  Triggers when a Task is deleted.

• Trigger
  Task Updated

  Triggers when a Task is updated.

• Action
  Create Idea

  Creates a new idea in PPM Express, optionally under a challenge, with its name, description and any other idea fields.

• Action
  Create Project

  Creates a project in PPM Express with the field values you supply, such as name, description, manager, program and portfolio.

• Action
  Create Project Key Date

  Creates a key date (milestone) on a PPM Express project and returns the new key date.

• Action
  Create Project Task

  Creates a task in a PPM Express project with the field values you supply.

• Action
  Delete Project Task

  Deletes a task from a PPM Express project.

• Action
  Update Idea

  Updates the field values of an existing idea in PPM Express and returns the updated idea.

• Action
  Update Project

  Updates the fields of an existing project, including custom fields, and returns the updated project.

• Action
  Update Project Key Date

  Updates the field values of an existing key date in a PPM Express project.

• Action
  Update Project Task

  Updates field values on an existing task in a PPM Express project and returns the updated task.

• Trigger
  New Task Created

  Triggers when a new task is created on the chosen Sortd board.

• Trigger
  Task Archived

  Triggers when a task on the chosen Sortd board is archived.

• Trigger
  Task Assigned

  Triggers when a task on the chosen Sortd board is assigned to the given team member.

• Trigger
  Task Completed

  Triggers when a task on the chosen Sortd board is marked complete.

• Trigger
  Task Moved to List

  Triggers when a task arrives on the chosen Sortd list, whether created there or moved in.

• Action
  Add comment

  Adds a plain-text comment to a Sortd task, with optional @email mentions of board members.

• Action
  Add company

  Creates a CRM company in a Sortd team, with optional type, stage, company details and tags.

• Action
  Add contact

  Creates a CRM contact in a Sortd team, optionally linked to an existing or new company.

• Action
  Archive task

  Archives a Sortd task, moving its card off the board into the board's archive.

• Action
  Assign a Task

  Assigns a Sortd task to a member of its board and returns the updated task.

• Action
  Complete Task

  Marks a Sortd task as complete and returns the updated task.

• Action
  Create Task

  Creates a new task on a Sortd list and returns it.

• Action
  Create Task From Gmail Thread

  Creates a Sortd task from a Gmail thread (title defaults to the email subject) and returns it.

• Action
  Delete task

  Deletes a Sortd task. The task stops appearing in boards and lists but can be recovered; linked email threads are left intact.

• Action
  Find contacts by criteria

  Searches a Sortd team's CRM contacts by text, contact type and stage, returning the matching contacts.

• Action
  Get a Lists Tasks

  Returns the tasks on a Sortd list.

• Action
  Get task

  Returns a single Sortd task, including its board and list, status, assignee, due date, linked email threads and custom-field values.

• Action
  List boards

  Returns all boards owned by a Sortd team, with each board's id, name and type.

• Action
  List lists

  Returns the task lists (columns) on a Sortd board.

• Action
  Mark Task as Incomplete

  Reopens a completed Sortd task and returns the updated task.

• Action
  Move a Task to a New List

  Moves a Sortd task to another list (on the same or another board) and returns the updated task.

• Action
  Send email

  Composes and sends a new email from the connected Sortd user's Gmail mailbox, optionally onto an existing thread.

• Action
  Unassign Task

  Clears the assignee on a Sortd task and returns the updated task.

• Action
  Update contact

  Updates an existing CRM contact in Sortd, changing only the fields you fill in.

• Action
  Update task

  Updates a Sortd task — its title, notes, next step, due or planned date, colour, status, assignee, deal details or custom-field values. Returns the updated task.

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