Task and Project Management integrations on Metorial

Poweroffice

Connect to PowerOffice Go accounting data for Norway-focused ERP workflows. Read integration privileges, accounting settings, dimensions, customers, suppliers, products, sales orders, invoices, customer and supplier ledgers, account transactions, trial balance, and voucher documentation, with guarded write tools for master data, sales order drafts, invoice sending, and journal-entry approval workflows.

Everhour

Track time against tasks and projects, manage budgets, and generate reports. Create and manage clients, projects, tasks, and custom fields. Log time records manually or use real-time timers. Track clock-in/out timecards and manage timesheet approval workflows. Record project expenses with file attachments and categorization. Create and manage invoices with tax, discount, and line item configuration, and export to Xero, QuickBooks, or FreshBooks. Plan resources with team scheduling and assignments. Manage time-off requests, allocations, and accrual balances. Generate aggregated reports by project, client, or user covering billable time, costs, profit, and expenses. Configure webhooks to receive notifications for changes to projects, tasks, time records, timers, sections, clients, and estimates.

Adobe Sign

Send, sign, track, and manage electronic signature agreements. Upload documents as transient files, create agreements with sequential or parallel signing workflows, and configure recipient roles (signer, approver, acceptor, form filler, delegator). Create reusable library templates with pre-configured form fields. Build embeddable web forms that generate unique signing URLs. Send agreements in bulk (MegaSign) for mass signing scenarios. Manage form fields including signatures, initials, text, dates, checkboxes, and dropdowns. Send reminders to pending participants, download audit trails, and export completed form field data. Generate embedded signing URLs for in-app signing experiences. Manage users, group memberships, and perform actions on behalf of other users. Receive real-time webhook notifications for agreement lifecycle events, web form activity, bulk send operations, and library template changes.

Bubble

Read and manage exposed Bubble data records, search with native filters, invoke configured API workflows, discover API schemas and download bounded JSON exports. Access depends on the app branch, token mode and privacy rules.

Celigo

Manage integrator.io connection and integration configurations, inspect flows and jobs, handle native flow errors, manage account access and keyed state, and download current job artifacts.

Cloudconvert

Convert, optimize, watermark, and process URL-based files with CloudConvert API v2. Capture websites, create thumbnails and archives, merge PDFs, extract metadata, and perform OCR, encryption, decryption, page splitting, extraction, rotation, and PDF/A conversion. Inspect account, jobs, and tasks; explicitly retry or cancel tasks, delete job data, and download existing results.

Budibase

Manage low-code internal business applications, tables, rows, users, and queries. Create, retrieve, update, delete, and search applications, with the ability to publish and unpublish them. Perform full CRUD operations on tables and rows (data records) within applications, including filtered and sorted search. Manage users and their role-based access. Execute pre-configured queries (SQL, REST, etc.) with dynamic parameters. Trigger automations via inbound webhooks by sending JSON payloads to auto-generated URLs.

Capsule Crm

Manage Capsule CRM contacts, sales opportunities, projects, tasks, and notes. Search contacts and opportunities, set custom field values, move deals through pipeline milestones, link projects to opportunities, assign records to users or teams, and manage tag definitions. Inspect the connected user and discover users, teams, pipelines, and milestones.

Centralstationcrm

Manage contacts, deals, and sales pipelines in CentralStationCRM. Create, read, update, and delete people and company records with addresses, contact details, and avatars. Track deals with volume, probability, and due dates. Manage tasks assigned to users and linked to contacts, deals, or projects. Store and retrieve notes, emails, and communication history on contact records. Tag and filter people, companies, and deals by custom keywords. Convert won deals into projects with task lists. Record milestones and life events for personalized outreach. Retrieve CRM statistics including deal counts and value sums. Configure webhooks to monitor creation, update, and deletion of CRM objects.

Canny

Collect, organize, and prioritize user feedback and feature requests. Create, update, and manage feedback posts on boards with voting, comments, and status tracking. Manage users, companies, categories, tags, and changelog entries. List sales opportunities linked to feedback posts. Use AI-powered Autopilot to extract feature requests from text content.

Process Street

Create, manage, and run structured workflow runs (checklists) from templates. Complete, assign, and track tasks within workflows. Read and update form field values across workflow runs. Manage structured data set records (create, update, delete, list). Handle approval tasks (approve/reject). Set due dates, change workflow run status (active, complete, archived), and manage subtasks. Configure outgoing webhooks for workflow, form, and data set events. Trigger new workflow runs via incoming webhooks.

Businessmap

Manage Kanban boards, cards, and workflows for enterprise project and portfolio management. Create, update, move, archive, and delete cards with properties like assignees, priorities, deadlines, custom fields, tags, and attachments. Organize work into workspaces and boards with configurable columns, swimlanes, and WIP limits. Break down cards into subtasks, establish parent-child and predecessor-successor relationships between work items, and manage initiatives for high-level project tracking. Add comments and attachments to cards. Manage users and roles, define custom fields, and configure OKRs with measurable outcomes. Set up webhooks for card, subtask, comment, and board events, and create business rule automations.

Bubble Plan

Manage projects, tasks, and subtasks for team collaboration. Create and update projects, organize task lists, track time and budgets, manage calendar events, and handle file sharing. Supports client management, comments on tasks, and user/team organization.

Bugherd

Track bugs and manage visual website feedback. Create, update, and organize tasks on Kanban-style project boards with custom columns. Manage projects linked to website URLs, add team members and guest clients, and configure project settings. Create and filter tasks by status, priority, tags, assignee, and date ranges. Add comments to tasks (public or private), upload and manage file attachments, and move tasks between projects. List users, view their assigned tasks, and manage organization details.

Cats

Manage candidates, job orders, companies, contacts, hiring pipelines, activities, tasks, and tags in CATS. Search recruiting records with keyword queries or structured filters, discover workflows and statuses, and inspect the connected site.

Certifier

Create, issue, send, and manage digital certificates and badges with Certifier. Discover credential templates and designs, search credentials, update recipient details and dates, resend issued credentials, download rendered PNG/PDF files, and track credential interactions.

Baserow

Read, filter, create, update, delete, and reorder rows in Baserow. Discover accessible tables and database structure, manage tables, fields, and views with JWT authentication, verify the current user, and upload files from public URLs.