Task and Project Management integrations on Metorial

Codereadr

Manage barcode scanning workflows, validation databases, and scan records. Create and configure scanning services (record scans, validate scans, check in/out). Manage app users and their service access. Build and populate validation databases with barcode values and response text. Retrieve and filter scan records by service, user, date, or barcode value. Create data collection questions (text, dropdowns, photos, signatures, GPS) attached to scans. Generate QR codes and PDF417 barcodes from database values. Configure postback URLs for real-time scan forwarding and validation. Manage devices and kiosk mode settings.

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 contacts, companies, leads, opportunities, projects, tasks, and activities in Copper CRM. Create, read, update, and delete person and company records with support for bulk operations. Track sales opportunities through configurable pipelines with stages, customer sources, and loss reasons. Convert leads into people, companies, or opportunities. Log activities like calls, meetings, and notes against CRM records. Define custom fields to extend the data model and create relationships between entities. Upload and manage file attachments, organize records with tags, and manage users and account details. Subscribe to webhooks for real-time notifications on record creation, updates, and deletions.

Coupa

Create, update, and query procurement data including purchase requisitions, purchase orders, invoices, expense reports, and contracts. Manage suppliers, accounts, budgets, users, and approvals across the spend management lifecycle. Track inventory, receipts, advance ship notices, and payments. Run sourcing events and access risk assessments. Receive real-time event notifications when documents change status, such as invoice approvals, PO creation, expense report submissions, and contract lifecycle events.

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. Receive webhooks for file, project, string, translation, task, and comment events. 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. Receive webhook notifications when tasks are created, updated, or completed.

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. Receive real-time webhook notifications on new form submissions.

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. Receive webhook notifications on job status updates and driver assignment changes.

Desktime

Retrieve employee time tracking and productivity data from DeskTime. Access company settings, employee work hours, attendance records, and productivity breakdowns (productive, neutral, unproductive time). Look up employees by ID or email and retrieve app/website usage data for specific dates or monthly periods. Create projects and tasks, and start or stop project time tracking for integration with external tools. Useful for compiling attendance reports, monitoring team productivity, and integrating with payroll or invoicing systems.

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, track signing session status, and receive webhook notifications for signature completion or decline events. 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 projects and tasks for visual bug tracking and website feedback. Manage comments and threaded discussions on tasks. Tasks capture visual annotations pinned to live UI elements along with automatic technical metadata including screenshots, console logs, network logs, DOM snapshots, and user action recordings. Generate AI-ready prompts and retrieve error logs, reproduction steps, and screenshots for tasks to assist AI coding tools. Synchronize projects, tasks, and comments with external systems using External IDs. Subscribe to and manage webhooks for project, task, and comment events.

Workato

Manage automation recipes, connections, and deployments on the Workato iPaaS platform. Create, start, stop, and copy recipes. Create and manage connections to third-party applications. View job execution history and error details. Organize assets into projects and folders. Build and deploy projects across environments with review workflows. Export and import recipe packages for CI/CD migrations. Manage the API Platform including API collections, endpoints, and client access profiles. Perform CRUD operations on data tables and lookup tables. Publish and consume messages via event stream topics for pub/sub messaging. Manage AI agents with skills and knowledge bases. Invite and manage workspace collaborators with role-based access control. Configure environment properties, tags, audit logs, and secrets. Run test cases for recipes and retrieve results. Generate connector schemas from JSON/CSV samples.

Workday

Manage human capital management, financial management, payroll, and planning in Workday. Create, read, update, and delete employee records, job requisitions, time-off requests, benefits enrollments, and compensation details. Handle the full employee lifecycle including hiring, onboarding, promotions, transfers, and terminations. Manage financial data across accounts receivable, accounts payable, general ledger, and budgeting. Track worker time entries and attendance. Approve or reject inbox tasks and business process steps. Run custom reports via Report-as-a-Service (RaaS) and query Workday data using WQL (Workday Query Language). Manage organizational structures including supervisory organizations, cost centers, and positions. Create and manipulate custom objects to extend Workday's data model. Receive outbound event notifications for business events such as hires, terminations, and job changes.

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. Receive real-time webhook notifications for changes to tasks, folders, projects, approvals, comments, attachments, and time entries.

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.

Zoho Crm

Manage Zoho CRM records across standard and custom modules with the current V8 APIs. Create, read, update, delete, search, and query records; discover module fields, layouts, custom views, and related lists; manage notes, tags, and record attachments; send CRM emails; inspect users and organization metadata; and subscribe to record change notifications.

Zoho Invoice

Create, send, and manage invoices, estimates, credit notes, and recurring invoices for customers. Record customer payments, apply credits, and process refunds. Track expenses (billable and non-billable) and manage expense categories. Create and manage projects with tasks, user assignments, and time tracking with start/stop timers. Manage a catalog of items, price lists, tax rates, and multi-currency exchange rates. Handle customer and contact management with billing/shipping addresses and portal access. Send invoices and estimates via email individually or in bulk. Supports GST, VAT, and regional tax treatments across multiple Zoho data center regions.

Zoho Desk

Manage customer support tickets, contacts, accounts, and knowledge base articles. Create, update, search, and delete support tickets with custom fields, priorities, statuses, and assignments. Handle ticket threads (email conversations), comments, attachments, and approvals. Manage customer contacts and company accounts with associated activities. Create and organize knowledge base articles with categories, translations, and versioning. Track agent availability and channel preferences. Log time entries against tickets and tasks with cost tracking. Manage tasks, calls, and calendar events tied to support operations. Configure departments for ticket routing and agent assignments. Search across tickets, contacts, accounts, and other modules. Receive real-time webhook notifications for changes to tickets, contacts, accounts, agents, articles, tasks, calls, time entries, and instant messaging sessions.

Zoho Mail

Send, receive, search, and manage email messages, threads, folders, labels, and signatures. Schedule emails, manage drafts, flag and archive messages, and apply labels. Create and manage tasks with priorities, due dates, reminders, subtasks, and recurring schedules. Create and organize notes into books with attachments. Manage bookmarks in collections. Administer organizations, domains, users, groups, mail policies, and anti-spam settings. Configure email forwarding, vacation replies, domain DNS records (MX, SPF, DKIM), and user protocol access (IMAP, POP, ActiveSync). Retrieve audit logs, login history, and SMTP logs. Receive webhooks for incoming emails, new tasks, and Streams posts.

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. Subscribe to entity change webhooks for create, update, and collection modifications. 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. Subscribe to webhooks for real-time new submission notifications.

Filescom

Upload, download, list, copy, move, delete, and preview files and folders on a cloud-native managed file transfer platform. Manage users, groups, and folder-level permissions with role-based access control. Create and configure secure share links with password protection, expiration dates, and download limits. Connect remote servers including AWS S3, Azure, Google Cloud, SharePoint, Google Drive, Box, and Dropbox as mounts or syncs. Automate file operations (copy, move, delete, import, create folders) triggered by file events, schedules, or webhooks. Configure outbound webhooks to notify external systems of file activity filtered by event type and file patterns. Manage API keys, SSH keys, SSO configuration, site-level security policies, and audit logs for all file operations and API requests.

Firmao

Manage CRM and ERP operations for small and medium businesses. Create, read, update, and delete customers, contact persons, projects, tasks, and sales opportunities. Generate and manage invoices, pro forma invoices, receipts, correction invoices, offers, orders, and contracts with line items and pricing. Track products and services with stock levels, manage warehouse documents (GRN/GIN), and monitor sales pipelines. Record employee work time entries, create sales notes linked to customers and projects, and query emails stored in Firmao's mail system. Upload and download file attachments on tasks, projects, products, customers, and other objects. Retrieve PDF versions of invoices and offers using configured templates. Supports filtering with comparison operators, sorting, and custom fields across all object types.

Fivetran

Manage automated data pipelines that extract data from hundreds of sources and load it into data warehouses, lakes, and other destinations. Create, configure, pause, and monitor connectors (connections) for SaaS apps, databases, events, and files. Manage groups, destinations, and schema configurations including selecting which schemas, tables, and columns to sync. Trigger manual syncs and historical re-syncs. Create and schedule transformations using dbt Core, dbt Cloud, or Coalesce. Manage users, teams, roles, and permissions. Configure webhooks for sync, transformation, and dbt run events. Manage hybrid deployment agents, private links, proxy agents, certificates, log services, and system API keys.

Flowiseai

Build and interact with AI agents and LLM workflows. Send messages to chatflows, assistants, and agentflows to get AI-generated responses with streaming support. Create, update, and delete chatflows, assistants, and custom tools. Manage document stores for retrieval-augmented generation (RAG), upsert data into vector stores, and upload file attachments. Capture user feedback and leads from chatbot interactions. Manage runtime variables, retrieve chat message history, and track vector upsert operations.

Formcarry

Manage form backends and collect form submissions without server-side code. Create, update, and delete forms programmatically. Retrieve and filter submissions by date range, spam status, attachments, and custom field values with sorting and pagination. Export submissions in CSV or JSON format. Configure email notifications, auto-responses, and webhooks for new submissions. Supports file uploads, spam protection, field validations, Stripe payment collection, and integrations with 1500+ apps via Zapier.