Task and Project Management integrations on Metorial

Onedesk

Create, update, and search for tickets, tasks, and other work items with custom fields, priorities, and assignments. Manage projects and portfolios hierarchically. Track time with timesheets and work logs. Create and manage invoices and quotes. Handle customer and organization records. Add internal comments and public-facing messages to work items. Search and filter across items, projects, and entities using property-based conditions.

Onepage

Manage contacts, companies, deals, and sales activities in OnePageCRM. Create, update, and delete contacts with detailed fields including emails, phones, tags, statuses, and custom fields. Track sales pipelines by managing deals with stages, amounts, and statuses (pending/won/lost). Log notes, calls, and meetings against contacts to record interactions. Manage the Action Stream — a prioritized task list of next actions due per contact. Organize contacts into companies, configure predefined products/services for deals, and manage lead sources, contact statuses, and relationship types. Upload and manage file attachments on deals, notes, calls, and meetings.

Optimoroute

Create, update, search, and delete delivery and field service orders. Optimize multi-stop routes for drivers across configurable date ranges with options for route balancing, clustering, and depot trips. Retrieve planned routes with stop sequences, scheduled times, travel distances, and polylines. Manage driver parameters including working hours, vehicles, load capacities, and start/end locations. Track driver GPS positions and monitor order completion status. Access proof of delivery data including signatures, photos, barcode scans, and notes. Send customer notifications via email or SMS with order tracking URLs.

Owl Protocol

Deploy ERC721 collections and mint NFTs on supported EVM-compatible blockchains. Manage project users, reusable token templates, token metadata, and contract metadata. Identify the connected project, discover deployed contract addresses and chain IDs, and list tokens belonging to project users. Authenticate with a project API key.

Pagerduty

Manage incidents, services, and on-call schedules for infrastructure and application incident response. Create, acknowledge, escalate, and resolve incidents. Configure escalation policies, on-call rotations, and event orchestration rules. Ingest alerts and change events from monitoring tools via the Events API. Manage users, teams, contact methods, and notification rules. Access incident analytics and audit trails. Configure maintenance windows, business services, custom fields, and incident workflows. Subscribe to webhooks for incident and service lifecycle events.

Pandadoc

Create, send, track, and electronically sign documents such as proposals, contracts, and quotes. Generate documents programmatically from templates or file uploads, populate them with dynamic data (tokens, fields, recipients, pricing tables), and manage the full document lifecycle. Embed document editing, sending, and signing experiences directly in applications. Manage templates, content library items, contacts, and a product catalog. Link documents to external CRM objects, manage workspaces and users, handle notarization requests, and configure webhooks for real-time event notifications on document state changes, recipient completions, and template updates.

Pdf 4 Me

Convert, merge, split, compress, and manipulate PDF and office documents. Perform OCR on scanned documents to extract text. Generate and read 150+ barcode and QR code types. Extract structured data from PDFs using templates. Classify documents by content. Generate dynamic documents via mail merge with JSON data. Fill PDF forms. Apply watermarks, stamps, headers, and footers. Protect PDFs with passwords and manage permissions. Convert between PDF, Word, Excel, PowerPoint, HTML, and image formats. Optimize PDFs for web or print. Create PDF/A compliant documents for archiving. Rotate, crop, remove, and reorder pages. Add digital signatures, redact content, edit metadata, and repair damaged PDFs. Execute reusable multi-step document processing workflows.

Persona

Verify identities and manage compliance workflows for individuals and businesses. Create and manage inquiries for end-to-end identity verification flows using government IDs, selfies, and documents. Run database verifications, generate risk reports (watchlist, adverse media, PEP, address, email, phone), and screen against sanctions lists. Manage accounts representing verified individuals, consolidate or redact personal data for GDPR/CCPA compliance. Create and manage cases for manual review workflows. Maintain screening lists (blocklists/allowlists) with custom list items. Trigger automated workflows based on verification results. Analyze relationships between accounts via graph connections. Monitor events via webhooks for inquiries, verifications, reports, transactions, and cases.

Phantombuster

Manage individual automation Phantoms in an authorized PhantomBuster workspace. Discover, create, update and delete Phantoms; queue launches, stop execution, inspect logs and execution history, and download accumulated CSV or JSON results. Manage stored LinkedIn Leads and dynamic lead lists. API access requires a paid plan; configured launches can consume runtime and perform external actions.

Plain

Manage customer support customers, threads, conversations, internal notes, labels, companies, tenants, and customer groups. Discover workspace and resource IDs, read thread history across supported channels, send email, reply to threads, and manage assignment, priority, and status.

Pointagram

Manage Pointagram players, teams, scores, and competition data. Create, search, retrieve, update, and remove players; create teams and inspect or change membership; add points with tags, comments, backdating, and source-score deduplication; discover score series and point types; and retrieve filtered score history and competition participants.

Postalytics

Automate direct mail campaigns including personalized postcards, letters, and self-mailers to US and Canadian addresses. Create and manage mail templates with merge fields, conditional logic, and variable images. Build and manage contact lists with automatic CASS/NCOA address validation. Orchestrate smart send, triggered drip, and file-based campaigns with multi-touch flows. Send individual mail pieces or enroll contacts into multi-step sequences. Track mail delivery in real-time via USPS Intelligent Mail barcodes and monitor online responses through personalized URLs (pURLs) and QR codes. Manage suppression lists, create sub-accounts for multi-tenant use, and embed white-labeled campaign components into third-party applications.

Printautopilot

Submit PDF documents to remote print queues, retrieve queued PDFs, register printers and paper sizes, and record physical printing results.

Procfu

Automate Podio items and comments, discover organizations and apps, run ProcScript, manage global variables, trigger workflows, query MySQL, and send requests through configured OAuth services. Inspect account usage and recent errors.

Productlane

Manage customer feedback, support insights, and public roadmaps. Create and list companies, contacts, and segments. Create, retrieve, and update feedback threads/insights. Access portal projects and issues, manage upvotes, and submit feedback. Retrieve changelogs and workspace information. Useful for consolidating customer feedback into actionable product work.

Promptmateio

Build and execute multi-step AI workflows combining multiple AI systems (ChatGPT, Claude, Gemini, Mistral, Stability AI). Create and manage apps, run batch processing jobs with CSV-style row data, and retrieve results. List and use pre-built templates for content generation, SEO optimization, and prospecting. Configure jobs with language and country localization. Register webhooks for job-level or row-level completion notifications. Retrieve available languages, countries, projects, and user account information.

Ragic

Manage records in Ragic database sheets with filters, full-text search, sorting, and pagination. Discover field definitions with manager permissions, upload files and images, prepare downloads and record exports, add comments, lock or unlock records, and execute configured action buttons.

Remote Retrieval

Manage IT equipment return and recovery logistics for remote employees. Create single or bulk orders to retrieve laptops, monitors, tablets, and cell phones via prepaid shipping boxes. Track order status through the full lifecycle — from shipping label creation to device delivery. Supports "Return To Company" and "Recycle with Data Destruction" order types, with optional data destruction services. Retrieve device pricing, order details, payment status, shipment tracking, and company profile information. Create bulk orders from CSV content and check the connected user's email address.

Rentman

Manage rental projects, equipment inventory, crew scheduling, and financial documents for AV and event production. Create and update projects, subprojects, and project requests. Track equipment availability, serial numbers, stock movements, and repairs. Assign crew to projects, manage crew availability and rates, and track time registrations. Manage contacts and contact persons for CRM integration. Create and manage quotes, contracts, and invoices with line items. Handle subrentals from external suppliers. Plan vehicle assignments and appointments. Organize files and folders attached to projects or equipment.

Rippling

Manage employee data, company information, and organizational structures in Rippling's unified workforce platform. Retrieve active and terminated employee details including roles, departments, and work locations. Access company information such as addresses, work locations, and contact details. Create and manage employee groups across departments and teams. Automate user provisioning and deprovisioning for third-party applications. Push ATS candidates into the Rippling onboarding flow. Approve or decline leave requests. Retrieve SAML SSO metadata for app integrations.

Retool

Programmatically manage a Retool organization's users, groups, apps, permissions, and infrastructure. Create, list, update, and delete users and permission groups. Manage app lifecycle including creating, organizing, and deleting apps and folders. Configure SSO, data source resources, environments, and source control settings. Control access permissions for apps and folders. Monitor workflow executions and retrieve run details. Manage Spaces for multi-tenant setups, custom component libraries, app themes, observability providers, API access tokens, and usage analytics.

Route 4 Me

Optimize delivery and pickup routes by solving vehicle routing and traveling salesman problems. Create, manage, and resequence routes with configurable constraints including time windows, vehicle capacity, and travel mode. Import and manage customer orders, geocode addresses, track GPS device locations in real-time, and manage fleet vehicles. Maintain an address book of contacts and destinations, define avoidance zones and service territories, and attach notes and proof-of-delivery media to stops. Monitor routing activity via an auditable activity feed with webhook notifications for route changes, driver arrivals, geofence events, and team member updates.

Rocketadmin

Manage Rocketadmin database connections, discover tables and schemas, read and modify rows, download CSV exports, manage groups and company users, configure dashboards and saved queries, maintain action rules and table settings, and inspect audit logs.

Rootly

Manage incidents and follow-up action items, ingest and inspect alerts, acknowledge or resolve alerts, and maintain heartbeat monitors. Read current on-call coverage, schedules, escalation policies, services, teams, users, workflows, severities and environments.

Rocketlane

Manage customer onboarding and implementation projects. Create, update, archive, and delete projects with phases, tasks, and custom fields. Track time entries, manage resource allocations, and handle financial data like invoices. Create and manage collaborative spaces and documents for sharing with customers. Manage companies (customers), users, conversations, and comments. Configure project templates and custom fields for projects, tasks, and companies.

Safetyculture

Manage workplace inspections, safety issues, corrective actions, assets, and inspection schedules on SafetyCulture, now Mitti. Discover groups, organization connections, sites, and asset types. Start, complete, archive, or delete inspections and export downloadable PDF or Word reports. Create, assign, update, and delete corrective actions. Track issues, manage their assignments and status, and add timeline comments.

Scale Ai

Create and manage data labeling and annotation projects for AI/ML training data. Submit tasks for image annotation (bounding boxes, polygons, segmentation), video annotation with tracking, 3D LiDAR/sensor fusion annotation, document transcription, and text annotation. Manage projects, batches, and taxonomies/ontologies for structured labeling workflows. Support pre-labeling with model-generated hypotheses, quality auditing, evaluation tasks, and team management for annotation teams. Receive task and batch completion notifications via webhooks.

Seqera

Manage Nextflow pipelines and workflow runs in Seqera Platform. Create, update, and delete saved pipelines; launch, monitor, and cancel runs; inspect task pages and logs; manage datasets, pipeline secrets, and resource labels; discover organizations and workspaces; list credential metadata and inspect compute environments; manage existing pipeline actions; and list workspace participants.

Servicem 8

Manage ServiceM8 jobs, clients, contacts, staff scheduling, job materials, notes and payments. Discover the connected account, client contacts and catalog materials.

Shipday

Create, retrieve, edit, and delete delivery and pickup orders for local businesses. Manage carrier/driver fleets by adding, removing, and assigning drivers to orders. Track delivery progress with real-time ETA, distance, and driver location. Connect to third-party on-demand delivery services (DoorDash, Uber) to check availability, get cost estimates, assign deliveries, and cancel assignments. Access partner-level APIs to query merchant members and their completed orders.

Shipengine

Validate addresses, compare carrier rates, purchase and void shipping labels, track packages, manage shipments and warehouses, discover carrier services, find service points, schedule pickups, create manifests, and download existing shipping documents.

Shortcut

Create, read, update, delete, and search stories and epics. Plan iterations, manage objectives, labels, comments, and checklists, create and edit documents, and discover workspace members, teams, workflows, and custom fields.

Smartsheet

Create and manage sheets, rows, columns, workspaces, and folders. Read dashboards and reports, search sheet data, discuss work, send sheets or rows by email, and request collaborator updates. Share sheets and workspaces with users or groups, and retrieve the current user profile.

Spondyr

Generate template-driven correspondence and deliver it across multiple channels including email, internet fax, U.S. postal mail, SMS, and batch file download. Submit JSON transaction data to merge with configured templates and produce PDF or HTML documents. Manage transaction types and event types to control template selection rules. Track correspondence processing and delivery status via reference ID. Supports generate-only mode to defer delivery, multi-language template selection, automatic delivery channel fallback, and cloud storage integration for document backup.

Stack Ai

Run published Stack AI workflows, upload files to workflow Files Nodes or knowledge bases, retrieve run analytics, and use existing knowledge-base, connection, conversation, folder, and action management tools.

Stormboard

Create, manage, and collaborate on digital whiteboard Storms (workspaces). Add, update, and organize ideas (sticky notes) within Storms. Manage sections, templates, and color legends. Create connectors between ideas to visualize relationships. Tag ideas, send and read chat messages, and invite participants to Storms. Duplicate, close, and reopen Storms. Manage user profiles and receive webhooks for idea, comment, and legend change events.

Storyblok

Discover accessible spaces and authenticated identity. Read and manage stories, components, existing asset metadata, datasources and entries, collaborators, and releases. Inspect workflows, roles, tags, and activities using regional Management API credentials.

Suitedash

Create, retrieve, update, and list contacts and companies in the CRM with full custom field support. Manage projects and tasks, including creation, updates, and search. Subscribe contacts to marketing audiences for email campaigns. Retrieve metadata schemas for custom fields and marketing audiences to enable two-way data sync.

Streamtime

Manage Streamtime jobs, job plans, time entries, expenses, companies, and contacts. Retrieve quotes and invoices, record invoice payments, and manage labels. Search jobs and invoices with documented filters and pagination, inspect job-item assignments, and discover organisation, branch, rate-card, role, and user information.