Task and Project Management integrations on Metorial

Bonsai

Manage freelance and agency business operations including clients, proposals, contracts, invoices, projects, and deals. Create and update client records with contact details and notes. Send proposals and track when they are viewed or accepted. Generate contracts with e-signatures and monitor signing activity. Create and send invoices with automated payment reminders, track payment status, and support recurring invoices. Manage projects and tasks with assignees, due dates, priorities, and time tracking. Track deals through pipeline stages. Collect form responses and schedule events.

Boloforms

Send PDF and form templates for electronic signature, retrieve form answers and template respondent details, list PDF documents and templates, send signing reminders, and void in-progress documents.

Botpress

Manage Botpress bots, conversations, participants, messages, users, structured tables, and knowledge files. Discover accounts and workspaces, configure installed integrations and declared states/events, upload and download text files, and inspect bot analytics, logs, and issues.

Browserbase

Create and manage cloud-hosted headless browser sessions for web automation. Configure sessions with proxy settings, regional selection, timeouts, and stealth mode for anti-detection. Persist browser state (cookies, localStorage, authentication tokens) across sessions using contexts. Upload Chrome extensions and files to sessions, and retrieve downloaded files. Monitor and debug sessions via CDP logs, session recordings, and live debugger URLs. Retrieve project usage data including browser minutes and proxy bytes consumed.

Clientary

Manage clients, leads, invoices, estimates, projects, and expenses for small businesses and professional services firms. Create and send invoices with line items and taxes, track time against projects, log expenses, process payments, set up recurring billing schedules, manage estimates and proposals, and organize contacts and staff. Supports filtering by client, project, date range, and status across all resources.

Clockify

Track work hours and timers, manage projects, tasks, clients, tags, and user groups, and generate detailed or summary reports. Discover workspaces and inspect user profiles, projects, and time entries. Manage invoices, create expenses with receipts, and submit or review time off requests.

Close

Manage Close CRM leads, contacts, opportunities, tasks, notes and email templates. Read activities, users, Smart Views and pipeline configuration. Search leads with advanced filters, save email drafts or submit explicitly addressed email sends, and inspect the connected user and organization.

Coda

Create, read, update, and delete docs, pages, tables, and rows in Coda's collaborative document platform. Manage folders, sharing permissions, and doc publishing. Insert, upsert, and query table rows with sync token support for incremental updates. Trigger button actions and webhook-invoked automations programmatically. Read formula values and control states. Export page content to HTML or Markdown. Track doc and Pack usage analytics. Register webhooks for row change events. Resolve browser URLs to API resources and monitor asynchronous mutation status.

Codereadr

Manage CodeREADr scanning services, app users, service permissions, validation databases, scan records, data collection questions, and device names. Discover scan upload batches, check API limits, and generate downloadable QR or PDF417 barcode images.

Commcare

Manage cases, forms, and users on CommCare, a mobile data collection and case management platform for frontline workers. Create, update, close, and query cases that track longitudinal records such as patients or households. Retrieve submitted form data and attachments, and submit new forms via the OpenRosa standard. Manage mobile workers, web users, and user groups. Access application structure and lookup table reference data. Send and receive SMS messages. Integrate with FHIR services for healthcare data interoperability. Configure webhooks for form submissions, case changes, and application updates.

Copper

Manage people, companies, leads, opportunities, projects, tasks and activities in Copper CRM. Search and update records, convert leads, discover pipelines and metadata, link related records, and identify the connected account and user.

Coupa

Query procurement records, read exact documents, create supported drafts and reference records, update supported fields, and process pending approvals. Includes purchase orders, invoices, suppliers, requisitions, expense reports, contracts, users, accounts and receiving transactions.

Crowdin

Manage localization projects, upload source files, and coordinate multilingual translations. Create and organize translation projects (file-based or string-based), upload and manage source files and strings, add and download translations, and build translation exports. Manage translation memories, glossaries, and machine translation engines. Configure AI providers and prompts for translation workflows. Create and assign translation or proofreading tasks with deadlines and progress tracking. Upload screenshots and tag them with source strings for translator context. Generate reports on translation progress, costs, and contributor productivity. Invite and manage team members with role-based access. Retrieve translation and approval status at project, file, language, or branch level. Distribute translations via over-the-air CDN distributions. Crowdin Enterprise additionally supports workflow management, organization groups, vendors, and teams.

Dailybot

Manage async check-ins (stand-ups), forms, peer recognition (kudos), teams, and messaging for team productivity. Create, update, delete, and list check-ins with configurable schedules, reminders, and anonymity settings. Retrieve check-in and form responses filtered by date range. Send messages, images, and interactive buttons to users, teams, or channels across Slack, Microsoft Teams, Google Chat, and Discord. Give kudos to users with company values and optional anonymity. Manage users (update profiles, timezones, work days, time-off) and teams (add/remove members). Ingest external activity into check-in reports. Configure webhooks for check-in responses, form responses, kudos, and organization membership change events.

Dart

Create, read, update, and delete tasks with properties like status, priority (P0–P3), assignees, due dates, tags, and custom fields. Manage task relationships including blockers, subtasks, and duplicates. Add comments to tasks. Create and manage documents for wikis, meeting notes, and project descriptions. Retrieve workspace configuration including available dartboards, folders, statuses, tags, assignees, and priorities. Plan and manage sprints for recurring work cadences. Generate polished reports such as standups and changelogs based on team activity. Track time on tasks.

Datascope

Collect, manage, and integrate mobile form data for field operations. Retrieve and update form submissions with GPS location data, filtering by form, user, date, and location. Create and manage locations with addresses and coordinates. Manage custom metadata lists (products, equipment) referenced in forms, including bulk updates. Assign forms as tasks to specific users with scheduled dates, locations, and time windows. Retrieve generated PDF and Excel reports and notifications.

Detrack

Create, manage, and track delivery and collection jobs for logistics operations. Assign drivers and vehicles to jobs, optimize delivery routes, and monitor real-time job statuses including dispatched, in-transit, arrived, completed, and failed. Capture electronic proof of delivery including signatures, photos, and timestamps. Download POD documents and signature images. Search jobs by driver, status, customer, or time period. Manage vehicle and driver records with GPS location tracking.

Desktime

Retrieve employee time tracking, productivity, and project activity from DeskTime. Identify the connected employee, access company settings, retrieve employee work hours, and discover active projects and tasks. Create projects with an optional task and start or stop project time tracking.

Docnify

Create, send, and manage electronic document signatures. Create documents from templates, add recipients, and send documents for signing. Monitor document lifecycle events including creation, individual recipient signatures, and full completion when all recipients have signed.

Docsautomator

Generate PDF and Google Doc documents from templates using placeholder-based data mapping. Create, read, update, delete, and duplicate document automations. List template placeholders, duplicate Google Doc templates, and trigger document generation from various data sources including Airtable, Google Sheets, and ClickUp. Manage e-signature workflows with multiple signers and track signing session status. Supports sync and async generation modes, webhook callbacks, and job queue management.

Docupilot

Automate document generation from templates by merging dynamic data into merge fields. Create, list, update, and delete document templates in formats like DOCX, PPTX, XLSX, and fillable PDF. Generate documents (PDF, DOCX, HTML, PNG) by submitting JSON data matching template tokens, with support for nested data and arrays. Organize templates into folders. Configure automatic document deliveries to destinations including Email, Google Drive, OneDrive, Dropbox, Amazon S3, Azure Blob, SFTP, and webhooks. Send generated documents for eSignature with built-in AES-compliant signing, signer field placement, reminders, and audit trails. Supports bulk document creation, content library for reusable snippets, password-protected PDFs, and auto-numbering across generated documents.

Wachete

Monitor web page content for changes and receive notifications when updates occur. Create and manage monitors (wachets) for single pages or entire portals with configurable crawling depth. Track specific page sections using XPath selectors, enable JavaScript rendering for dynamic content, and monitor password-protected pages and documents (PDF, DOC). Configure alert conditions, notification channels (email, webhook), and monitoring frequency. Retrieve change history with diff output, browse notifications filtered by date range, and organize monitors into folders.

Webvizio

Create, find, update, and delete website feedback projects and tasks. Create, find, and delete task comments. Manage task status, priority, assignees, due dates, tags, file links, and time logs. Synchronize projects, tasks, and comments with external systems using external IDs.

Workato

Manage Workato recipes, connections, job metadata, folders, deployment status, export packages, lookup rows, data tables, event messages, properties, and API endpoint state. Use API-client endpoint privileges and project scope; operations may require plan or environment access and may retain external effects.

Workday

Read authorized Workday workers, supervisory organizations, absence details, recorded time blocks and inbox tasks. Discover the connected worker and prerequisites for time-off requests and WQL queries. Request time off or act on an eligible connected-worker approval, run enabled custom reports, and manage worker-bound multi-instance custom objects. Access and available actions depend on tenant security policies.

Workiom

Create, read, update, and delete records in custom no-code business applications. Manage apps and lists (tables), query records with filters and sorting, upload files, and retrieve list metadata including fields and views. Subscribe to webhooks for record creation and update events. Supports various field types including text, numbers, dates, linked records, users, files, and more.

Worksnaps

Track time and monitor remote team activity through automated screenshots, keyboard/mouse activity, and application usage captured at 10-minute intervals. Create, update, and manage projects and tasks. Assign users to projects and tasks with role-based access. Retrieve time entries filtered by user and date range, including full-resolution screenshot URLs. Generate project-level time tracking reports for billing, payroll, and productivity analysis. Manage user accounts and user assignments across projects.

Xero

Manage accounting, invoicing, and financial operations for small and medium-sized businesses. Create, send, and track invoices, credit notes, quotes, and purchase orders. Process payments and batch payments. Manage contacts (customers and suppliers) and organize them into groups. Reconcile bank transactions and push bank statement data via bank feeds. Generate financial reports including Balance Sheet, Profit and Loss, Trial Balance, Aged Payables/Receivables, and tax reports. Manage the chart of accounts, tax rates, currencies, and tracking categories. Track fixed assets with depreciation settings and lifecycle management. Create and manage projects, assign tasks, and log time entries for billable hours. Run region-specific payroll (AU, UK, NZ) including employees, pay runs, leave, and timesheets. Upload and organize files associated with accounting objects. Receive webhook notifications for contact, invoice, and credit note changes.

Wrike

Create, read, update, and delete tasks, folders, and projects in Wrike's hierarchical work management structure. Manage task properties including titles, descriptions, statuses, dates, assignees, custom fields, and dependencies. Organize work using spaces, folders, and projects with support for workflows, approvals, and blueprints. Track time with timelogs and timesheets. Upload and manage file attachments and comments on tasks and folders. Administer users, groups, invitations, access roles, and work schedules. Define custom fields, custom item types, and workflows with configurable statuses. Manage resource bookings, hourly rates, and job roles. Export data for BI analytics. Access audit logs for compliance.

Zapier

Programmatically manage automated workflows (Zaps) that connect thousands of cloud applications. Browse the app directory, create and configure multi-step Zaps with triggers and actions, manage user authentications for connected apps, retrieve Zap templates, and monitor Zap run history. Create workflow steps with webhook URLs for on-demand action execution. Supports embedded Zap editor integration and pre-filled Zap generation for seamless in-product automation experiences.

Docusign

Send, sign, and manage documents and agreements electronically. Create and track envelopes with documents and recipients, configure signing workflows (sequential and parallel), and manage templates. Embed signing and sending experiences directly within applications. Support bulk sending to large recipient lists, create self-service PowerForms, and manage clickwrap agreements. Track envelope and recipient status in real-time, download signed documents, and retrieve audit trails. Administer users, groups, and account settings. Create web forms, manage real estate transaction rooms, and configure webhooks for envelope and recipient status change notifications.

Dovetail

Manage user research projects, notes, and qualitative data in Dovetail. Create and organize research projects, notes, insights, highlights, and documents. Tag and code qualitative data for thematic analysis. Manage research contacts and feedback channels with topics and data points. Import and export files across entities. Search across workspace data using AI-powered semantic search and generate AI summaries of research findings. Navigate workspace folders and retrieve attached files.

Elorus

Create, manage, and send invoices, credit notes, estimates, and recurring billing documents. Track expenses, record payments, and manage contacts representing clients and suppliers. Monitor project finances with time tracking and task management. Manage products and services inventory, apply tax configurations, and export documents as PDFs. Upload and manage attachments on records. Organize data with custom tracking categories for segmented reporting. Supports multi-currency invoicing, payment receipt generation, client portal discussions, and Greek tax compliance (myDATA/AADE) integration.

Encodian

Generate, manipulate, and convert documents across Word, PowerPoint, Excel, and PDF formats. Populate templates with dynamic data, merge and split PDFs, add watermarks, headers, footers, and page numbers. Convert between file formats including PDF, Word, Excel, HTML, images, and TIFF. Extract text from scanned documents and images using OCR. Extract structured data from invoices, receipts, IDs, contracts, and other document types using AI. Process images with cropping, compression, format conversion, and watermarking. Generate and scan barcodes. Automate Excel operations including find/replace and row updates. Perform text and security utilities such as AES/RSA encryption, hash generation, JWT creation, and regex operations. Create and extract ZIP archives. Process email files. Convert speech audio to text and translate files between languages.

Esignaturesio

Create, send, and manage legally binding electronic signature contracts via templates. Define signers with configurable signing order, delivery methods (email/SMS), and multi-factor authentication (SMS, email, photo ID). Build and manage contract templates with dynamic placeholder fields, signer input fields (text, dropdowns, checkboxes, dates, file uploads), formatted text, tables, and images. Track contract and signer status in real time through webhooks for events like contract sent, signed, viewed, declined, and withdrawn. Generate PDF previews, download signed PDFs, embed signing pages in iframes, customize branding and email content, set contract expiration, and add CC recipients. Supports template collaboration, copying templates between accounts, and organizing contracts with labels and metadata.

Eversign

Create, send, sign, and manage legally binding electronic signature documents. Send documents to signers with configurable signing order, create reusable templates, and generate documents from templates. Support embedded signing and document preparation within your own application via iFrame. Upload files, download completed PDFs with audit trails, and bulk send documents from CSV data. Manage signers by sending reminders, reassigning signing responsibility, and authenticating via SMS. Track document lifecycle events through webhooks including creation, viewing, signing, completion, decline, and expiration. Operate in sandbox mode for testing.

Fibery

Manage customizable work management workspaces with interconnected databases (Types), entities, documents, and views. Create, read, update, and delete workspace schemas, entities, and fields. Query entities with filtering, ordering, and pagination, including nested relations. Read and write rich text documents in Markdown, HTML, or JSON formats. Upload, download, and attach files to entities. Add comments to entities. Create and manage views (boards, tables, timelines). Execute GraphQL queries and mutations per space. Run automation scripts for bulk operations and external integrations.

Fillout Forms

Manage online forms, surveys, and quizzes. List and retrieve form definitions with question metadata, calculations, and quiz configuration. Create, retrieve, filter, and delete form submissions programmatically. Access submission data including responses, scheduling details, payment information, and quiz scores.

Filescom

Read and manage authorized Files.com files, folders, share links, users, groups, permissions, notifications and automations. Follow asynchronous copy/move operations and query audit history. Transfer files up to 10 MiB. API key and workspace restrictions apply.