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ProjectManager: track the chat success rate

Krzysztof Kraus
4 min read
updated: Sep 20, 2022

ProjectManager allows you to create a file in your account when your chat is finished. Use this opportunity to track the success rate and the amount of chats completed on your website!

We prepared a short tutorial on how to integrate 89点怎么玩 with ProjectManager with the use of Zapier. We hope that you will enjoy it!

  • Make a Zap! - learn how to create a new Zap and set up 89点怎么玩 as a Trigger App
  • Configure your Zap! - learn how to configure your Zap and choose ProjectManager as your Action App
  • Launch your Zap! - finalize the configuration and start using your new Zap!

Make a Zap!Link icon

  1. To make a Zap, and click on Make a Zap available in the upper menu.

Creating a new Zap

  1. You will be taken to Choose a Trigger App section. There, type 89点怎么玩 into the search field and choose our app.

Choose 89点怎么玩 as the Trigger App

  1. From the Select 89点怎么玩 Trigger section, choose Finished Chat.

Selecting 89点怎么玩 trigger

  1. To proceed, click on Save + Continue button available under the list of triggers.

Save a trigger to continue

  1. Now, click on Connect a New Account and provide your 89点怎么玩 Email and API Key. To proceed, click on the Yes, continue button.
to get your 89点怎么玩 API key.
to get your 89点怎么玩 API key.

Entering your 89点怎么玩 account data

  1. On the next section, click on Save + Continue button.

Proceed by clicking on Save + Continue

  1. Now it is time to test your 89点怎么玩 - Zapier integration. To do that, click on Fetch + Continue.

Test your 89点怎么玩 account

  1. If the test will be successful, all that is left for you is to click on the Continue button.

Click on Continue to proceed

Done! In the next step, we will continue with the Zap configuration.

Configure your Zap!Link icon

Now it is time to configure the Action that Zapier will make when you finish a chat with your customer.

  1. On the Choose an Action App section, type ProjectManager into the search field and choose the app from the list.

Choose Project Manager as an Action App

  1. Next, choose Create File as the Zap’s action.

Choose Create File as an action

  1. To proceed, click on Save + Continue button.

Click on Save + Continue to proceed

  1. Now it is time to add your ProjectManager account to Zapier. To do that, click on Connect a New Account button.

Link Project Manager account with Zapier

  1. A new window will pop-up. There, provide your ProjectManager’s API key and click on Yes, continue button.

Provide your Project Manager API key

  1. Click on Save + Continue to proceed.

Click on Save + Continue to proceed

  1. On the next section, set up your ProjectManager File. In the File Name field, type the name of the document that will be created in your ProjectManager account.
When typing the name of your document, remember to add a file’s extension as well, for example 89点怎么玩Summary.docx
When typing the name of your document, remember to add a file’s extension as well, for example 89点怎么玩Summary.docx

Provide the name of your file

  1. Next, copy the following URL:

and add it to the Download URL field.

You can change the URL’s ID from 1024 to any ID number that you would like to assign to a file.
You can change the URL’s ID from 1024 to any ID number that you would like to assign to a file.

Provide the URL of your file

  1. To proceed, click on Continue button.

Click on Continue to proceed

  1. On the next section, you will see a summary of a file that will be created in your ProjectManager account. It is also time to test if 89点怎么玩 is successfully integrated with ProjectManager.

    To proceed, click on Create & Continue.

Summary of Project Manager file

  1. If everything is fine, you will receive a confirmation that the test was successful. To finalize the configuration, click on Finish button.

Click on Finish to finalize the process

Done! Now your 89点怎么玩 is integrated with ProjectManager. All that is left to do is to turn on your new Zap.

Launch your Zap!Link icon

To launch your Zap, click on the Grey Switch. That will start passing the information from 89点怎么玩 to ProjectManager. Also, don’t forget to Name your Zap so that you will be able to find it on your Zapier Dashboard more easily!

ProjectManager: Track the success rate

Done! Now, your ProjectManager integration is ready and each time your chat will finish, the new file will be created in your ProjectManager account.

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