Project Management
  1. Use cases

Project Management

Perfect your projects. Create projects, notes and notifications automatically. Eliminate mistakes that could happen during the process.

Adding documents to a project

Do you work with a project managing software at work? Do you get mails with documents attached that need to be used by your colleagues while working on a certain project? In that case you need to add these documents to the relevant projects. Wouldn’t it be better if you could connect a specific inbox folder with Integromat and your project management program, so that Integromat could sort this all out for you? Show more 

Save new Podio files to Google Drive

Every time a new file is added to Podio, Integromat will automatically save that file to a specified Google Drive folder.

Google Drive Podio

Save new attachments related to a specific Asana project to OneDrive

Every time a new attachment is added to a selected Asana project, Integromat will automatically save that attachment to OneDrive.

Asana OneDrive

Save new Asana attachments to Google Drive

Every time a new file is attached to a selected task in Asana, Integromat will automatically save that attachment to Google Drive.

Asana Google Drive

Upload new Basecamp 2 files to your FTP server

Every time a new file is added in a selected Basecamp 2 project, Integromat will automatically upload that file to a specified FTP folder.

Basecamp 2 FTP

Post new Asana attachments to Slack

Every time a new file is attached to a selected task in Asana, Integromat will automatically post that attachment to Slack.

Asana Slack

Saving all of your project’s documentation

Do you need to save all documents that your co-workers were attaching to projects in your program to be in a single folder that you can then send over to your boss? Integromat can do all this for you! Whenever there’s a new document attached to a project, it gets saved to a specific folder, zipped and sent through your preferred communication channel. Show more 

Save new Podio files to Google Drive

Every time a new file is added to Podio, Integromat will automatically save that file to a specified Google Drive folder.

Google Drive Podio

Save new attachments related to a specific Asana project to OneDrive

Every time a new attachment is added to a selected Asana project, Integromat will automatically save that attachment to OneDrive.

Asana OneDrive

Save new Asana attachments to Google Drive

Every time a new file is attached to a selected task in Asana, Integromat will automatically save that attachment to Google Drive.

Asana Google Drive

Save new files atttached to Asana tasks to your FTP server

Every time a new file is attached to a selected task in Asana, Integromat will automatically save that attachment to a specified FTP folder.

Asana FTP

Save new files attached to a selected Asana task to Dropbox

Every time a new attachment is added to a selected task in Asana, Integromat will automatically save that attachment to Dropbox.

Asana Dropbox

Creation of notes regarding a project

Is your inbox for a specific project not organized enough for you to navigate it with ease? Then let all the emails be sent into a program for note-managing, where you can go through them easily. Show more 

Save tweets from a particular user to Evernote

Every time a specified Twitter user tweets something, Integromat will automatically save that tweet as a note in a selected Evernote notebook.

Evernote Twitter

Create Evernote notes from new Facebook Groups posts

Every time a new post is made to a Facebook Group you watch, Integromat will automatically create a new note in Evernote.

Evernote Facebook Groups

Create Evernote notes from new SuiteCRM 7 opportunitities

Every time a new opportunity is created in SuiteCRM 7, Integromat will automatically create a new note in Evernote.

Evernote SuiteCRM 7/SugarCRM 6 CE

Create Evernote notes for new comments made on a specific Facebook post

Every time someone makes a comment on a selected Facebook post, Integromat will automatically create a new note in Evernote.

Evernote Facebook

Create Evernote notes from new Gitter messages

Every time a new message is posted to a watched chat room in Gittter, Integromat will automatically create a new note in Evernote.

Evernote Gitter

Creation of a project after its payment

You don’t want to waste your time with projects that your customers can’t pay for? In that case, you can let Integromat create a project only after a customer pays his invoice. This way, you won’t ever waste time with projects that no one ever pays for. Show more 

Add new paid WooCommerce orders to Asana as projects

Integromat checks your bank account statements received via email from Raiffeisenbank. Every time a WooCommerce order is paid for, Integromat will automatically create a new project in Asana.

Asana Email Raiffeisenbank WooCommerce

Create Toggl project whenever your available balance on your Bank of America account drops below a certain threshold

Every time your available balance on your Bank of America account drops below a certain threshold, Integromat will automatically create a new project in Toggl.

Bank of America Email Toggl

Create a VTiger CRM project whenever a deposit exceeding a set amount is credited to your UnionBank account

Every time you receive a Direct deposit email from UnionBank notifying you of a deposit that exceeds a set amount, Integromat will automatically create a VTIger CRM project. The amount set in this template is 1, 000 $.

Email UnionBank VTiger CRM