Discover the endless possibilities of integrating ITM Platform and your favorite systems with Zapier

What is Zapier?

Zapier allows to integrate hundreds of apps without having to write a single line of code. Every time you connect to apps, you are creating a zap to automatically send data between the sending application (called Trigger) and the receiving application (the action).
 

What zaps can I make with ITM Platform?

ITM Platform has a Zapier integration that allows to automatically create tasks starting from other applications. With this option you can connect ITM Platform to any existing trigger and populate the tasks of the project of your choice:
 

Can I only send tasks?

No, you can use any kind of action to populate your ITM Platform projects and data will be loaded as tasks. This means, for example, that you can send information from:

  • E-mails
  • Files
  • ERP entities, like invoices

If you are interested in connecting ITM Platform through Zapier but you are unsure on how to do it you can write us at support@itmplatform.com. We’ll be more than happy to help.

Examples of Zaps you can create with ITM Platform

Send tasks from your mail

If your mail provider has a Zapier trigger, it is possible to connect your email with the task fields of ITM Platform. With this Zap you can incorporate stakeholders communications into your projects, without having to manually insert the data.

These kind of processes are facilitated if a strict naming convention is used for mail subjects, for example: [P-0001] Meeting 23rd of March.

Send tasks from your mail

Send tasks from your mail

If your mail provider has a Zapier trigger, it is possible to connect your email with the task fields of ITM Platform. With this Zap you can incorporate stakeholders communications into your projects, without having to manually insert the data.

These kind of processes are facilitated if a strict naming convention is used for mail subjects, for example: [P-0001] Meeting 23rd of March.

Generate tasks for each new report uploaded

If you have a folder where you store only approved documents you can create a Zapp that creates an ITM Platform task any time a new file is generated.

This flow can be useful to monitor projects through follow up tasks that are generated any time a new project report is uploaded. The destination project in ITM Platform can also be an internal service assigned to your organization’s PMO.

Generate tasks with each new report

If you have a folder where you store only approved documents you can create a Zapp that sends an ITM Platform task any time a new doc is generated.

This flow can be useful to monitor projects through follow up tasks that are generated any time a new project report is uploaded. The destination project in ITM Platform can also be an internal service assigned to your organization’s PMO.

Trello: connect your marketing with your project management

Connect Trello lists with ITM Platform so that any new card your marketing team generates is reflected as a task in ITM Platform. You can then treat those tasks by:

  • Assigning resources
  • Estimating costs
  • Connecting with other tasks through dependencies

Trello: connect your marketing with your project management

Trello: connect your marketing with your project management

Connect Trello lists with ITM Platform so that any new card your marketing team generates is reflected as a task in ITM Platform to which you can:

  • Assign resources
  • Estimate costs
  • Connect with other tasks through dependencies

Trello: connect your marketing with your project management

Connect Trello lists with ITM Platform so that any new card your marketing team generates is reflected as a task in ITM Platform to which you can:

  • Assign resources
  • Estimate costs
  • Connect with other tasks through dependencies