Task and Project Management integrations on Metorial

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. Poll real-time mobile events such as route starts, order completions, and driver duty changes. Send customer notifications via email or SMS with order tracking URLs.

Owl Protocol

Deploy and manage smart contracts (ERC20, ERC721, ERC1155) across EVM-compatible blockchains without private keys or cryptocurrency. Create and manage NFT and fungible token collections, mint and transfer tokens individually or in batches, and configure token metadata and templates. Manage developer and user wallets with gasless sponsored transactions via ERC4337 smart wallets. Create project users with universal wallets, deploy cross-chain token bridges, add custom EVM chain configurations, and integrate on-chain events with Web2 platforms through Zapier. All gas fees are handled automatically via API key authentication.

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 and run cloud-based automation Phantoms for data extraction, lead generation, and social media automation across LinkedIn, Instagram, Facebook, Twitter, and other platforms. Create, launch, update, and delete Phantoms (automation agents). Monitor execution status, retrieve console logs, and download results in CSV or JSON format. Manage a LinkedIn Leads database including fetching, deleting, and organizing leads by list. Upload and manage custom JavaScript automation scripts. Persist state between runs using agent and global JSON objects. Configure webhooks to receive notifications when Phantom executions complete.

Plain

Manage customer support threads, customers, and conversations across email, Slack, chat, and other channels. Create and update customers with external IDs, organize them into companies, tenants, and groups. Create, reply to, assign, prioritize, and change status of support threads. Apply labels, set SLA tiers, and manage thread fields. Send and receive messages via email (with Cc/Bcc), Slack, and chat. Create custom timeline events on customer profiles with rich UI components. Receive webhooks for thread, message, and customer lifecycle events including status changes, assignments, label updates, and SLA transitions.

Pointagram

Manage gamification for teams and individuals by tracking points, running competitions, and awarding achievements. Create and manage players and teams, add points to score series with tags and deduplication, list competitions and leaderboards, and query score history with filters. Supports auto-creating players when submitting scores, configuring point types, backdating transactions, and embedding gamification widgets (profiles, competitions, reward stores) into external sites via HMAC-secured iframes.

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 for automated physical printing. Add PDF files to designated print queues, route documents to specific printers, and retrieve print job statuses. Supports multiple print queues for organizing different document types such as packing slips, shipping labels, and invoices across different printers.

Procfu

Enhance and automate Citrix Podio workflows through ProcFu's comprehensive Functions API. Create, read, update, and delete Podio items, manage workspace members, trigger Podio Workflow Automation (PWA) flows, and filter or search items across apps and views. Execute custom ProcScript code for complex logic, schedule scripts, and call them from external systems. Query MySQL databases, sync Podio data to MySQL, and perform S3/FTP file storage operations. Integrate with third-party OAuth2 services, managing token lifecycles and authenticated API requests. Interact with Tape, InfoLobby, and Notion APIs. Build point-and-click web apps (portals, dashboards) backed by Podio data. Leverage ChatGPT AI for drafting, classification, and reasoning within workflows. Perform data utilities including JSON manipulation, Base64 encoding, markdown-to-HTML conversion, and XML-to-JSON conversion. Deploy and manage App Packs and flows across multiple Podio workspaces.

Productboard

Manage product roadmaps, feedback, and feature prioritization. Create, read, update, and delete features, notes (feedback), releases, objectives, key results, and initiatives. Organize product hierarchy including products, components, and features with custom fields. Collect and manage user feedback and notes from any source. Plan delivery timelines with releases and release groups. Align product work with strategic goals through objectives and initiatives. Manage companies and users associated with feedback. Subscribe to webhooks for feature, note, component, and product change events. Integrate with external tools via plugin integrations for two-way sync workflows.

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

Create, read, update, and delete records in Ragic no-code database sheets. Query records with filters, full-text search, and sorting. Upload and retrieve files and images attached to records. Export records as HTML, PDF, Excel, or Mail Merge formats. Add comments to records, lock and unlock records, and trigger pre-configured action buttons programmatically. Import data from external URLs into sheets. Receive webhooks on record creation, update, or deletion events.

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. Upload CSV files for bulk order creation.

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. Receive webhooks for create, update, and delete events across all resource types.

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. Receive webhook notifications for employee lifecycle events such as account creation, suspension, and deletion.

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

Connect to and manage databases (PostgreSQL, MySQL, MongoDB, MSSQL, Oracle, MariaDB, and others) through an auto-generated admin panel. Perform full CRUD operations on table rows including add, read, update, delete, and bulk operations. Export and import table data as CSV files. Manage database connections, configure table settings, and create saved queries. Set up granular user permissions with groups, roles, and field-level access control. Create dashboards with data visualization widgets. Define action rules and custom webhook-based actions triggered by row events. Query data using natural language AI. Manage companies, users, and secrets. Export audit logs filtered by date, user, and table.

Rootly

Manage the full incident lifecycle including creating, updating, triaging, mitigating, and resolving incidents. Ingest and route alerts from monitoring tools, configure alert sources, and attach alerts to incidents. Manage on-call schedules, rotations, override shifts, and escalation policies with multi-level routing. Create automated workflows triggered by incident or alert events. Track post-incident retrospectives and action items. Maintain a service catalog with custom properties, functionalities, and environments. Configure status pages to communicate outage information. Define playbooks with ordered tasks for standardized incident response. Manage teams, users, notification rules, and role assignments. Create dashboards with panels for incident metrics. Monitor system health via heartbeats, configure live call routing to on-call responders, and manage outbound webhooks for real-time event notifications.

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, custom fields for projects/tasks/companies, and receive webhook notifications for task events.

Safetyculture

Manage workplace inspections, safety issues, corrective actions, assets, and team training on the SafetyCulture (iAuditor) platform. Create, start, complete, and export inspections using configurable templates. Track and assign corrective actions with priorities, due dates, and statuses. Create and manage issues (incidents) with categories, assignees, and timelines. Organize assets with custom types and fields. Administer users, groups, permissions, and site hierarchies. Schedule recurring inspections. Access training courses, lessons, and analytics. Manage documents, credentials, contractor companies, OSHA recordkeeping, IoT sensors, and investigations. Export data incrementally via data feeds for syncing to external warehouses. Receive webhook notifications for inspection, action, issue, media, and training events.

Savvycal

Create, manage, and cancel scheduled events via shareable scheduling links. List and create scheduling links with configurable durations, custom fields, and availability settings. Manage automated workflows with actions and rules attached to scheduling links. Register and manage webhooks for real-time notifications on event lifecycle changes, attendee updates, meeting poll responses, and workflow triggers. Retrieve user information and supported time zones. Supports paid event checkout tracking, meeting polls, and custom event metadata.

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 and orchestrate Nextflow data pipelines across cloud and on-premises environments. Launch, monitor, and cancel workflow runs with detailed task-level status, resource metrics, and execution logs. Create and configure compute environments for AWS Batch, Google Cloud, Azure, and Kubernetes. Manage pipelines, datasets (CSV/TSV samplesheets), credentials, and pipeline secrets within workspaces. Organize resources across organizations, workspaces, and teams with role-based access control. Set up automated pipeline triggers via GitHub webhooks or custom launch hooks. Create and manage interactive Studio sessions (Jupyter, RStudio, VS Code). Browse cloud storage and data links through Data Explorer. Apply resource labels for cost tracking and organization. Manage API access tokens programmatically.

Servicem 8

Manage field service operations for small businesses. Create, update, and track jobs with scheduling, staff allocation, and status tracking. Manage clients (companies) and contacts with full CRUD operations. Assign staff to jobs, schedule work periods, and manage allocation windows. Track materials, create invoices, record payments, and manage tax rates. Handle customer assets with configurable asset types. Create and manage custom forms, checklists, and form responses. Add notes and file attachments to jobs. Send emails and SMS messages on behalf of the account. Generate templated documents such as quotes and invoices. Manage inbox messages and convert them to jobs. Search across jobs, clients, and other objects. Add custom fields to standard objects. Subscribe to webhooks for object-level field changes and business-level events like job creation and completion.

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. Receive webhook notifications for order status changes and driver location updates. Access partner-level APIs to query merchant members and their completed orders.

Shipengine

Create shipping labels, compare carrier rates, validate addresses, and track packages across multiple carriers including FedEx, UPS, USPS, and DHL. Manage shipments with customs documentation, insurance, and multi-package support. Parse addresses from unstructured text. Schedule carrier pickups, create manifests, and handle LTL freight quotes and bills of lading. Connect and manage carrier accounts, organize warehouses, import sales orders from marketplaces, and find carrier pick-up/drop-off service points. Subscribe to real-time tracking updates and batch completion events via webhooks.

Shortcut

Create, read, update, delete, and search stories, epics, objectives, and iterations for software project management. Manage workflows, teams, labels, custom fields, and documents. Assign stories to sprints, set deadlines and estimates, track workflow state changes, manage story relationships (blockers/blocked), and add comments and checklists. Upload files, link external files, and search across all work items with rich query operators. Receive webhooks for story, epic, comment, and workflow state changes.

Smartsheet

Create, read, update, and delete sheets, rows, columns, and cells in a spreadsheet-like work management platform. Organize work into workspaces and folders with granular sharing permissions. Manage attachments, discussions, and comments on sheets and rows. Build and access dashboards and reports that aggregate data across sheets. Search across sheets, send sheets or rows via email, and create update requests for collaborators. Manage users, groups, contacts, and favorites. Set up webhooks for real-time change notifications on sheets and account-level events. Support cross-sheet references, automation rules, proofing workflows, templates, and event reporting for auditing actions.

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

Build, deploy, and run AI agent workflows programmatically. Execute published AI flows via API with text, audio, URL, and file inputs. Manage knowledge bases with document upload, listing, downloading, and deletion for RAG-powered retrieval. Configure knowledge base search with semantic, keyword, or hybrid query strategies. Manage connections to external services (SharePoint, Salesforce, Slack, etc.) with OAuth and credential-based authentication and RBAC. Run action tools to interact with external systems, send data, update databases, and trigger web searches. Retrieve conversation histories and messages for chat-based deployments. Query project analytics including run logs, error counts, token usage, and storage metrics. Set up event-driven triggers from emails, form submissions, GitHub pull requests, and other third-party services. Organize projects into folders and manage platform notifications.

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

Create, read, update, delete, publish, and unpublish stories (content entries) in a headless CMS. Manage structured content with components, organize content in folders, and deliver it across channels via REST or GraphQL APIs. Upload, replace, and delete media assets with on-the-fly image transformation (resize, crop, format conversion, quality adjustment). Define content schemas through component management, manage datasources as key-value stores, and organize editorial workflows with custom stages. Group content changes into releases for batch publishing, manage collaborators and roles with granular permissions, and track activities via audit logs. Support content versioning, AI-powered translation, scheduled publishing, discussions and comments for editorial collaboration, and pipeline branching for staging environments. React to events including story publish/unpublish/delete, asset changes, workflow stage transitions, release merges, and user management updates via webhooks.

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. Receive webhooks for subscription lifecycle events (created, canceled, expired, unpaid), project changes (created, updated, deleted), and custom automation-triggered events.

Streamtime

Manage jobs (projects), time tracking, quoting, invoicing, and expenses for creative businesses and agencies. Create, update, and search jobs with phases, line items, team assignments, estimated hours, and deadlines. Track time through to-do lists auto-populated from job plans. Generate quotes and invoices from job plans or logged time and expenses. Manage contacts and companies linked to jobs. Search across all data types using advanced filtering with combinable AND/OR logic. Retrieve reporting statistics including column series and time series aggregations across logged hours, invoice totals, and quote totals. Manage expenses linked to jobs and supplier contacts. Retrieve user and team member information.