Task and Project Management integrations on Metorial

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 Fivetran groups, connections, destinations, schema selection, users, teams, dbt Core and Quickstart transformations, and webhook subscriptions. Discover account identity, source configuration metadata and role names. Configure paused pipelines, inspect status, trigger incremental or historical syncs, and manage controlled data workflows.

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

Create and delete Formcarry forms, configure notification emails and redirects during creation, and retrieve submissions with filtering, sorting, and pagination. Submit named text fields to a form endpoint; submissions follow the form's validation and spam protection rules and can trigger its configured notifications and integrations.

Freshbooks

Discover authorized accounts and businesses, manage clients and draft invoices, record payments and expenses, and manage estimates, credit notes, taxes, billable items, projects and time entries.

Gagelist

Manage measurement equipment, calibration records, manufacturers, account settings, and custom field values in GageList. Download and delete files linked to gages or calibrations, generate downloadable calibration certificates, and inspect account permissions, site context, and calibration usage.

Getform

Collect, store, and manage form submissions via a headless form backend API. Submit form data with structured blocks or standard form-encoded data, upload files up to 25MB, and retrieve or search submissions with filtering and pagination. Configure spam protection with reCAPTCHA, hCaptcha, or honeypot fields. Set up webhooks to forward new submissions to external endpoints. Restrict submissions to authorized domains and organize forms into collaborative workspaces. Integrates with Zapier, Make, Slack, and Discord for notifications and automation.

Gitea

Manage repositories, branches, files, and commit history on your Gitea instance. Create, review, and merge pull requests; track issues with comments, labels, milestones, assignees, and due dates. Manage releases, wiki pages, organizations, teams, and collaborators. Download repository files.

Google Classroom

Manage courses, rosters, and assignments in Google Classroom. Create, update, and delete courses with metadata like name, section, and description. Add and remove students and teachers from courses, and manage course invitations. Create, retrieve, and grade assignments, quizzes, and homework with support for materials like Drive files, YouTube videos, and URLs. Post and manage announcements, organize content with topics, and configure rubrics for assignments. Manage guardian relationships for students. Read and manage grading periods, and subscribe to push notifications for roster changes, coursework updates, and submission events.

Griptape

Build, deploy, and operate AI-powered applications on Griptape Cloud. Create and run Assistants for chat applications, deploy custom Structures (agents, pipelines, workflows) from Python code, and manage Knowledge Bases for RAG retrieval. Ingest data from web pages, S3, Google Drive, Confluence, and Data Lakes. Query across Knowledge Bases with reranking via Retrievers. Configure Rules and Rulesets to steer LLM behavior. Manage conversation state through Threads. Run Griptape Tools as cloud-hosted endpoints for third-party integrations. Monitor performance and spending with observability traces and events.

Grist

Manage organizations, workspaces, documents, tables, columns, and records in Grist's relational spreadsheet-database. Create and modify tables and columns with typed fields (Text, Numeric, Date, Choice, Ref, etc.). Fetch, add, update, and delete records with filtering, sorting, and upsert support. Upload and manage file attachments. Execute read-only SQL queries against document data. Apply batch operations via user actions. Create and manage webhooks for row-added and row-updated events. Download documents as .grist or .sqlite files. Manage workspace and document access, pinning, and organization.

Habitica

Manage gamified tasks, habits, and productivity goals in Habitica's RPG-style task manager. Create, update, delete, and score tasks across four types: Habits, Dailies, To-Dos, and Rewards. Retrieve and update user profiles, character stats (HP, XP, Gold, Mana), class, equipment, and appearance. Manage inventory including pets, mounts, eggs, hatching potions, food, and quest scrolls. Cast class-specific skills and spells. Manage social groups (parties and guilds), send chat messages, and handle private messaging. Create, join, and manage challenges. Invite to, accept, start, and cancel quests. Create and organize tags for task filtering. Retrieve game content data for gear, quests, pets, and mounts. Configure webhooks for task activity, group chat, user activity, and quest events.

Hellosign

Send documents for electronic signature via email or embedded signing flows. Create and manage reusable signature templates with merge fields and signer roles. Embed signing experiences directly into applications via iframes. Track signature request status through lifecycle events (sent, viewed, signed, declined, expired). Bulk send template-based requests to multiple signers. Manage teams, accounts, and API apps. Create unclaimed drafts for embedded requesting workflows. Configure webhooks for real-time signature event notifications. Send faxes and manage fax lines. Generate reports on signature request activity. Supports signer authentication via access codes and SMS PIN, document form fields, CC recipients, and white-label branding.

Hookdeck

Manage webhook and asynchronous event infrastructure. Create and configure sources (inbound endpoints), destinations (outbound targets), and connections (routing rules) to receive, transform, filter, and deliver HTTP events. Publish outbound webhooks via the Publish API. Apply JavaScript transformations to modify event payloads in transit. Filter events based on headers, body, query, or path using conditional operators. Configure automatic retries with customizable intervals and attempt limits. Monitor event delivery with detailed logs of requests, events, and attempts. Track and manage issues for delivery failures, transformation errors, and backpressure. Query metrics on event delivery, queue depth, and transformation performance. Store and replay requests using bookmarks. Configure webhook notifications for issue and event delivery status changes.

Hub Planner

Manage resource scheduling, project planning, bookings, and timesheets. Create, retrieve, update, delete, and search projects and resources. Schedule bookings with percentage or minute-based allocation, retrieve booking categories, and track actual time through timesheet entries. Discover clients and schedulable events, and manage events, project milestones, vacations, and public holidays.

Ifttt

Read IFTTT Platform service and connection context, discover field options, query connected services, replace user configuration, and submit actions or realtime polling notifications. Maker Webhooks execution is currently unavailable.

Incidentio

Declare, read and edit incidents; ingest HTTP alert events; inspect on-call coverage and manage temporary overrides; maintain catalog entries; discover status pages and publish incident updates. Read incident configuration, users, follow-ups and automation workflows.

Jira Service Management

Create, read, and search Jira Service Management customer requests and Jira issues. Manage comments, approvals, SLA information, request types, queues, customers, and organizations. Search linked knowledge base articles and discover Jira projects and users.

Jobnimbus

Manage contacts, jobs, tasks, estimates, invoices, and work orders for service and contracting businesses. Create and update contacts with details like name, email, phone, address, tags, and custom fields. Create and track jobs (projects) through configurable workflow statuses. Manage tasks with priorities, due dates, and assignees. Generate estimates and invoices, handle work orders and material orders. Upload and attach files to contacts or jobs. Add notes and retrieve activity history. Search and filter records using query parameters.

Jotform

Create, manage, and collect data through online forms. Build forms programmatically by defining questions, properties, and email notifications. Retrieve, create, update, and delete form submissions with filtering by date, status, or custom fields. Manage form fields/questions, configure form properties, and set up webhooks for submission notifications. Organize forms into folders, generate reports (Excel, CSV, charts), manage sub-user accounts, and download file uploads from submissions. Access user account details and usage statistics.

Knack

Create, read, update, and delete records in Knack objects and views. Query records with filtering, sorting, and pagination, discover application structure, upload files and images, and download files stored in records.

Launchdarkly

Manage LaunchDarkly feature flags, targeting, projects, environments, and segments. Inspect connected credentials, contexts, members, metrics, experiments, and change history; invite account members; and receive signed change notifications.

Leiga

Manage Leiga issues, subtasks, issue relations, sprints, epics, organization releases, comments, and tags. Discover accessible projects, issue types and schemas, and organization and project members.

Magnetic

Create contacts and contact activity records, discover existing contacts and companies, and create opportunities or jobs. Create and search tasks, assign owners, and log additional time against tasks. Retrieve the connected user's profile, account users, and notifications.

Loomio

Create and manage group discussions, proposals, and polls for collaborative decision-making. Supports multiple voting methods including proposals, score voting, ranked choice, dot voting, and meeting polls. Create discussion threads with Markdown or HTML content and notify recipients. Configure poll options, anonymous voting, result visibility, and closing times. Manage group memberships by inviting users via email and syncing member lists. Retrieve details of discussions and polls.

Maintainx

Create, update, and track work orders and work requests. Manage assets, locations, and parts; record meter readings; create purchase orders and vendors. Discover organizations, users, teams, categories, and conversations, and send conversation messages.

Make

Manage no-code automation workflows (scenarios) on the Make platform. Create, run, activate, deactivate, clone, and delete scenarios. Manage scenario blueprints, execution logs, and consumption statistics. Create and verify app connections. Manage data stores and their records, define data structures, and handle webhooks. Organize teams, users, and organizations with role-based access. Build and manage custom app integrations via the SDK. Access analytics, audit logs, and incomplete executions for debugging. Manage AI agents, encryption keys, devices, and notification preferences.

Miro

Create, copy, update, and delete collaborative whiteboard boards. Add and manage sticky notes, cards, text, shapes, images from URLs, embeds, and frames. Connect items, manage tags, discover frame contents, share boards, and manage board members. Retrieve the connected user and authorized team.

Missive

Manage collaborative team conversations across email, SMS, WhatsApp, Facebook Messenger, Instagram, live chat, and custom channels in a shared inbox. Browse, filter, and retrieve conversations by mailbox, team, label, or contact. Send messages and drafts with attachments across all supported channels, including scheduled sends and WhatsApp templates. Inject rich posts with Markdown and structured attachments into conversations to surface external system data. Manage conversation state by closing, reopening, assigning, labeling, and merging conversations. Create, update, search, and sync contacts with rich profile data including custom fields and organization memberships. Manage shared labels with hierarchy, color coding, and visibility controls. Create and manage tasks with states, due dates, assignees, and subtasks. Manage teams, canned response templates, and contact books. Generate asynchronous analytics reports filtered by team, users, labels, and account types.

Moco

Manage MOCO projects, project tasks, time entries, companies, contacts, deals, invoices, offers, purchases, project expenses, resource planning, comments, and presences. Retrieve project reports and staff information, identify the authenticated user, and list or record invoice payments.

Motion

Create, update, delete, and list tasks with AI-powered auto-scheduling, priorities, deadlines, and assignees. Manage projects within workspaces, create recurring tasks with configurable frequency, and add comments to tasks for collaboration. Define and manage custom fields (text, number, date, select, checkbox, etc.) on tasks and projects. Retrieve user schedules that control when tasks can be auto-scheduled. List workspaces, workspace statuses, and users.

Nango

Discover authorized Nango integrations, providers, connections and deployed functions. Inspect synced records and native sync state, manage exact integration and connection metadata, and invoke supported deployed actions or authenticated provider requests. Credentials and Connect session tokens are not delivered; session authorization requires a trusted Nango backend.

N 8 N

Manage workflows, executions, credentials, users, and projects on an n8n workflow automation instance. Create, update, activate, deactivate, and delete workflows programmatically. List and retrieve execution history, retry failed executions, and filter by status or date range. Create and manage credentials for external service authentication, including retrieving credential schemas. Organize resources with tags and variables. Manage projects for access control. Pull and push workflow changes via source control integration with Git. Generate security audit reports for the instance.

Needle

Manage Needle document collections, add and remove indexed files, retrieve indexing statistics, and search document passages. Generate upload URLs for local files, download existing files, and inspect files synchronized by data source connectors.

Ninox

Discover teams, databases, and table schemas in Ninox's low-code database platform. Create, read, filter, update, upsert, and delete records. Execute Ninox queries and writable scripts, inspect views, track database or table changes by sequence number, and list, download, or delete record files.

Nocrmio

Manage leads, prospects, and sales pipelines for sales teams. Create, update, assign, filter, and delete leads with statuses, pipeline steps, tags, amounts, and reminders. Add comments and attachments to leads, track full action history, and send emails from leads using templates. Create and manage prospecting lists, convert prospects into leads, and search prospects by email or field. Handle post-sales processes with task management. Create and manage client folders, users, and teams. Configure pipelines, steps, activity types, categories, tags, and custom fields. Assign leads via direct, random, round-robin, or weighted round-robin methods. Detect duplicate leads and manage webhooks for lead, prospect, task, and account events.

Nocodb

Manage databases through a spreadsheet-like no-code platform. Create, read, update, and delete workspaces, bases, tables, fields, and records. Query records with filtering, sorting, and field selection. Manage multiple view types including Grid, Gallery, Form, Kanban, and Calendar views. Create and configure webhooks for record, view, and field change events. Upload and manage file attachments. Connect to external data sources like PostgreSQL, MySQL, SQL Server, and MariaDB. Share views publicly or with password protection. Perform bulk record operations for inserting, updating, and deleting. Manage user access with role-based permissions at workspace and base levels. Support a wide variety of field types including text, numbers, dates, attachments, linked records, formulas, lookups, and rollups.

Nozbe Teams

Manage Nozbe projects, tasks, comments, and tags. Discover authorized spaces and members, organize project sections, assign tasks, set due dates and priority, and track time. List tag assignments to remove existing task labels. List results support filtering, sorting, and pagination.

Nutshell

Manage Nutshell CRM contacts, companies, leads, activities, tasks, and notes. Discover the authenticated user, pipelines, stages, users, teams, products, sources, activity types, and custom fields. Search CRM records and read interaction timelines. Update records and delete selected records with revision checking.