Convertri + Projectplace Integration

Connect Convertri to Projectplace in 1 click

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Popular Convertri + Projectplace Workflows

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Convertri + Projectplace Integration

Create Projectplace card for new Convertri response

Any time a new Convertri response is submitted, this Convertri - Projectplaceintegration will create a new card in Projectplace so that the relevant team can track progress. This will ensure that every response is followed up in a timely fashion.

In addition, the Projectplace card will provide a clear record of what has been done and what still needs to be done in order to address each response. As a result, this simple automation can save a lot of time and effort while helping to ensure that every Convertri response is dealt with effectively.
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Convertri + Projectplace Integration
1.
  • Convertri
    Purchase is added in Convertri Instant
  • Convertri
    Form is submitted in Convertri Instant
  • Projectplace
    Card is created in Projectplace
  • Projectplace
    Card is moved to done/last column in Projectplace
2.
  • Projectplace
    Create card in Projectplace
  • Projectplace
    Create a card on an existing activity in Projectplace
  • Projectplace
    Search card by name in Projectplace
  • Projectplace
    Add reported time to a card in Projectplace
  • Projectplace
    Create board in Projectplace
  • Projectplace
    Create project in Projectplace
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