Connect ProjectManager and Bread & Butter

Both apps 55ProjectManager 26Bread & Butter 29

• 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

• Trigger
  New Authentication

  Triggers every time a user signs in.

• Trigger
  New Contact Us Submission

  Triggers when a user submits the Contact Us tool.

• Trigger
  New Custom Fields

  Triggers when a user submits the Custom Fields for Registration.

• Trigger
  New Custom User Event

  Triggers when a user subscribes to custom events, selected in the triggers section below.

• Trigger
  New Email Captured

  Triggers when a user enters their email address, or signs in with SSO for the first time.

• Trigger
  New Profile Verified

  Triggers when a user signs in for the first time.

• Action
  Add contact us submission

  Records a Contact Us submission from a visitor's device in a Bread & Butter app.

• Action
  Add event

  Records an event (such as a page view or custom event code) for a device in a Bread & Butter app.

• Action
  Add form submission

  Records a form submission from a visitor's device in a Bread & Butter app, capturing their email, name and any extra form fields.

• Action
  Add lead list

  Creates a lead list in a Bread & Butter app from a set of leads, returning the new list with its lead count and credit quote.

• Action
  Add tag

  Creates a new tag in a Bread & Butter app.

• Action
  Add user custom values

  Saves custom field values (key/value pairs) for a visitor in a Bread & Butter app.

• Action
  Create custom event definition

  Creates a custom event definition in a Bread & Butter app, which users can then trigger and which can be subscribed to.

• Action
  Create webhook

  Subscribes a webhook URL to a Bread & Butter event so Bread & Butter posts each new occurrence to it. Returns the id of the new subscription.

• Action
  Delete tag

  Deletes a tag from a Bread & Butter app.

• Action
  Get credit balance

  Returns the credit balance for a Bread & Butter app, including credits used this period, the monthly allowance and pending enrichments.

• Action
  Get device profile

  Returns the sign-in options and the visitor's profile state for one registered device.

• Action
  Get lead list

  Returns a Bread & Butter lead list by its ID, including its processing status, lead counts and credit usage.

• Action
  Identify user

  Identifies an anonymous visitor's device as a known person in a Bread & Butter app by attaching their email address and name.

• Action
  List app triggers

  Returns the triggers set up in a Bread & Butter app, including webhook subscriptions, with their kind, filters and activity state.

• Action
  List custom event definitions

  Returns the event definitions configured in a Bread & Butter app, optionally filtered to enabled or disabled ones.

• Action
  List Events

  Returns the events recorded in a Bread & Butter app — sign-ins, page views, custom events, form submissions and more — optionally narrowed to one user or a date range.

• Action
  List lead lists

  Returns all lead lists in a Bread & Butter app, including each list's status, lead counts and credit usage.

• Action
  List tags

  Returns every tag defined in a Bread & Butter app, with each tag's id and name.

• Action
  List user events

  Returns the page views and events (sign-ins, custom events, form submissions and more) a user recorded during one of their sessions in a Bread & Butter app.

• Action
  List users

  Returns the users (visitors and leads) recorded in a Bread & Butter app, optionally narrowed to one email address or user state.

• Action
  List user sessions

  Lists the sessions of one Bread & Butter user, newest first, with each session's ID, start time, location, device and page view count.

• Action
  Record external authentication

  Records that a visitor signed in through your own login system, linking their device to the user with that email address.

• Action
  Update user lead status

  Updates a user's lead status in a Bread & Butter app by setting their lead status rank.

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