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Easy Project Make integrationAutomate Easy Project with Make.

What if every new project in Easy Project set itself up? The Easy Project Make integration gives you 30 modules: 3 triggers, 22 actions and 5 searches. This guide is for project and ops leads, and it walks you from the connection to a first working scenario.

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What you can automate

What can the Easy Project Make integration do for you?

The Easy Project Make integration links your Easy Project account to Make, a no-code tool where you build a scenario: an automation made of modules, each one a single brick such as a trigger, an action or a search. Make can watch new projects, tasks and time entries, then create, update, list or delete projects, tasks, time entries, incomes and expenses for you.

Projects that start ready. Watch New Projects spots each project someone opens, and Create a Task drops the first to-do inside it, so no project begins as an empty shell. Add Create an Expense in the same scenario if every project carries a planned cost from day one.

Hours that reach the right place. Watch New Time Entries picks up each logged entry. From there, a consultancy can pass the hours to its invoicing tool, or Update a Task can flag the task the time was spent on.

A clean picture of the money. List Incomes and List Expenses pull the planned figures across all projects, one bundle (one item passed to the next module) per line, ready for a report or a spreadsheet.

Know the limits before you build. The 3 triggers are scheduled, which means Make checks Easy Project on the scenario's clock rather than hearing about changes the second they happen. When a listed module falls short, Make an API Call reaches the rest of the Easy Project API with the same connection. Weighing another tool? Our n8n vs Make comparison lays out the criteria, and the Make pricing page explains how operations are counted. If a run fails later, Make troubleshooting covers the usual causes.

Connect

How do you connect Easy Project to Make?

  1. 01

    Open an Easy Project module

    In your scenario, click the +, search for Easy Project and pick any of its modules. The first time, Make has no link to your account yet, so click Create a connection. This connection is your Easy Project account tied to Make.

  2. 02

    Name the connection

    Giving it a name is optional, but it pays off once you manage several accounts. Something like the workspace or the team it belongs to is enough to recognize it later in the connection list.

  3. 03

    Authorize and save

    Follow what the screen asks: either approve Make on the Easy Project page that opens, or paste the key your account gives you. Click Save. Make can now read your projects and offers them in the module fields.

First scenario

Build your first scenario with Easy Project

GoalWhen a new project appears in Easy Project, Make creates a kickoff task inside it.

  1. 01

    Create the scenario

    From the Scenarios page, create a new scenario. An empty canvas opens with a large + in the middle: that is where your first module goes.

  2. 02

    Add the trigger

    Click the +, search for Easy Project and choose Watch New Projects. Select your connection, or create it with Create a connection if this is your first Easy Project module.

  3. 03

    Add the task

    Click the + on the right of the trigger and pick Create a Task. Map the project coming from the trigger into the task, then type the name of the kickoff task your team expects.

  4. 04

    Test with Run once

    Create a test project in Easy Project, then click Run once. Open the bubble above each module to read the bundles it received and check that the task landed in the right project.

  5. 05

    Schedule and switch on

    Click the clock on the first module to set the schedule: every 15 minutes by default. Pick the interval that suits you, then switch the scenario on so it keeps running without you.

Triggers

What starts an Easy Project scenario?

3 modules start a scenario when something happens in Easy Project. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Easy Project as soon as it happens.

Easy Project1Watch New Projects

Watch New Projects

Scheduled trigger

In Make“Triggers when a new project has been created.”

Hands your scenario every project created in Easy Project, so the setup work that follows a new project can run without anyone thinking of it.

How it fires
scheduled. Make checks Easy Project on the scenario's schedule, every 15 minutes by default, and passes on the projects created since its last look.
When to use it
when a signed deal turns into a project and you want tasks, a planned expense or a message to follow automatically.
Watch out
every project found runs through all the next modules, so test with Run once on a single test project before switching the scenario on.
Easy Project2Watch New Tasks

Watch New Tasks

Scheduled trigger

In Make“Triggers when new task has been created.”

Gives you a fresh bundle for each task added in Easy Project, which is handy when tasks come from several people and nobody wants to check the list by hand.

How it fires
scheduled. Make looks at Easy Project on the scenario's schedule and collects the tasks created since the previous check, so a task shows up with that delay.
When to use it
to warn the assignee in a chat tool, or to copy each new task into the tracker a client can see.
Watch out
every task found counts as operations in the modules after it, so keep the filter tight on busy projects.
Easy Project3Watch New Time Entries

Watch New Time Entries

Scheduled trigger

In Make“Triggers when a new time entry has been created.”

Collects the hours your team logs in Easy Project at the next scheduled check, which turns time tracking into data other tools can use.

How it fires
scheduled. Make queries Easy Project on the scenario's schedule and returns each time entry created since then as its own bundle.
When to use it
when billable hours have to reach an invoicing tool or a shared report without anyone copying them by hand.
Watch out
each entry found costs operations in every module that follows, so filter out the entries your report does not need.
Modules

What can Make do in Easy Project?

Easy Project gives you 27 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Easy Project1

Close a Project

Action

In Make“Marks a project as closed.”

Marks a project as closed in Easy Project, the step people often forget once the last deliverable ships. Letting Make do it keeps the active project list honest.

When to use it
when an event elsewhere signals the end, such as a final invoice paid or a sign-off form sent back.
Watch out
closing is not deleting; pick this module whenever you still need the history.
Easy Project2

Create an Expense

Action

In Make“Creates a planned expense.”

Adds a planned expense to Easy Project, so the budget of a project reflects a cost before the invoice even arrives. Finance and project leads then look at the same number.

When to use it
right after Watch New Projects, to pre-load a standard cost, or when a purchase order is approved in another tool.
Watch out
this records a plan, not a payment; keep that in mind when you read the totals.
Easy Project3

Create an Income

Action

In Make“Creates a revenue with entered values.”

Records a revenue line in Easy Project with the values you map. Each project then shows the money you expect next to what you plan to spend.

When to use it
when a quote is signed in your sales tool and the amount should appear on the matching project without retyping it.
Watch out
run the scenario once on a test project first, so a wrong mapping does not inflate the figures of a live one.
Easy Project4

Create a Project

Action

In Make“Creates a new project.”

Opens a new project in Easy Project from data that lives somewhere else, so nobody retypes a client name or a brief into a blank form.

When to use it
when a deal is won in your CRM or an intake form is submitted, and that moment should start the project.
Watch out
if Watch New Projects runs in another scenario, the project you create here will trigger it too; plan for that chain.
Easy Project5

Create a Task

Action

In Make“Creates a task.”

Puts a task into Easy Project with the content you map from earlier modules. A request sent by email or by form becomes a to-do someone can own.

When to use it
to turn support tickets, form answers or chat requests into tasks inside the right project.
Watch out
map the project from the previous module rather than typing it, or every task ends up in the same place.
Easy Project6

Create a Time Entry

Action

In Make“Creates a time entry.”

Logs hours in Easy Project on behalf of your team, which spares a second round of typing when time is already tracked in another app.

When to use it
when a timer tool, a calendar or a form holds the hours and Easy Project has to show them for reporting or billing.
Watch out
if Watch New Time Entries feeds a report, these entries will flow into it as well, so avoid counting them twice.
Easy Project7

Delete an Expense

Action

In Make“Removes an expense from a project or task.”

Removes an expense attached to a project or a task in Easy Project. Useful when a planned cost is cancelled at the source and the budget should follow.

When to use it
when an order is cancelled in your purchasing tool and the expense it created no longer makes sense.
Watch out
treat the removal as final and test it on a dummy expense before pointing it at real budgets.
Easy Project8

Delete an Income

Action

In Make“Removes a revenue from project or task.”

Takes a revenue line off a project or a task, so a lost deal stops showing up as money on the way in your Easy Project figures.

When to use it
when a quote is rejected or a contract is cancelled in the tool where sales are tracked.
Watch out
make sure the scenario targets one precise income, since a loose mapping could remove the wrong line from a live project.
Easy Project9

Delete a Project

Action

In Make“Removes the project.”

Removes a whole project from Easy Project. It is the heaviest module of the set, meant for cleanup when a project should never have existed.

When to use it
to discard test projects or duplicates created by a form sent twice.
Watch out
prefer Close a Project when the work was real; a deleted project takes its history with it, so keep this module for mistakes.
Easy Project10

Delete a Task

Action

In Make“Removes a task.”

Removes a single task from Easy Project, which keeps boards readable when requests are withdrawn at the source.

When to use it
when a ticket is cancelled in your help desk or a form request is withdrawn, and the task it created should disappear as well.
Watch out
add a filter before this module so only the cancelled items reach it, then test with Run once on a throwaway task.
Easy Project11

Delete a Time Entry

Action

In Make“Removes a time entry.”

Erases one time entry, the clean way to fix hours that were logged by mistake or imported twice by an earlier scenario.

When to use it
when a duplicate check in your scenario finds the same hours twice, or when a timer tool deletes its own record.
Watch out
hours already billed may depend on this entry, so check with finance before automating the removal.
Easy Project12

Get an Expense

Action

In Make“Retrieves data about an expense.”

Fetches the details of one expense, so the next modules can read its values instead of guessing them.

When to use it
when a scenario knows which expense it is dealing with and needs the full record, for example to send it to an approver or copy it into accounting.
Watch out
to go through many expenses at once, List Expenses is the better choice.
Easy Project13

Get an Income

Action

In Make“Retrieves data about an income.”

Reads one income from Easy Project and hands its data to the rest of the scenario, ready to be mapped into another app.

When to use it
before updating an income, to compare the current value with the new one, or to feed a single revenue line into an invoice draft.
Watch out
this module targets one record; List Incomes is the search to use across projects.
Easy Project14

Get a Project

Action

In Make“Retrieves data about a project.”

Pulls everything Make can read about one project, which lets a scenario that starts elsewhere enrich its message or document with project data.

When to use it
when a task or a time entry arrives and you need the project it belongs to, for a client name or a report header.
Watch out
one call per bundle means one operation each time; on a long list, check your plan.
Easy Project15

Get a Task

Action

In Make“Retrieves data about a task by ID.”

Retrieves one task by its ID, so the scenario works with its current state rather than an old copy sitting in another tool.

When to use it
after Watch New Time Entries, to find the task the hours belong to, or before an update that depends on the task content.
Watch out
you need the task ID from a previous module; without it, run List Tasks first.
Easy Project16

Get a Time Entry

Action

In Make“Retrieves data about a time entry.”

Reads the detail of one logged time entry, handy when the scenario only received a reference and needs the whole record.

When to use it
to check an entry before approving it, or to pass the hours of one entry to a billing tool.
Watch out
for a period report across all projects, List Time Entries does the job in one module instead of many calls.
Easy Project17

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Opens the rest of the Easy Project API to your scenario, reusing the same connection, for anything the listed modules do not cover.

When to use it
when you need an object or an action missing from the list above and the Easy Project API documentation describes it.
Watch out
you write the request yourself, so read the API documentation first and test the call with Run once before switching the scenario on.
Easy Project18

Update an Expense

Action

In Make“Updates an expense by entered values.”

Changes the values of an existing expense, which keeps the planned budget in line when a supplier revises a quote.

When to use it
when an amount or a description changes in your purchasing tool and Easy Project should show the new version.
Watch out
the scenario must know which expense to change; pair this module with Get an Expense or List Expenses upstream.
Easy Project19

Update an Income

Action

In Make“Updates a revenue by entered values.”

Rewrites a revenue line with the values you map, so a renegotiated amount reaches Easy Project without anyone opening the project.

When to use it
when a contract amendment is signed or a deposit changes, and the expected income on the project must follow.
Watch out
check the result with Run once on a test income before letting the scenario touch real figures.
Easy Project20

Update a Project

Action

In Make“Updates a project by entered values.”

Edits an existing project in Easy Project, the way to keep its details aligned with what changes in your CRM or your contract tool.

When to use it
when a deal is renegotiated in your CRM and the project in Easy Project should say the same thing.
Watch out
to end a project, Close a Project is clearer than an update, and it leaves the rest of the record alone.
Easy Project21

Update a Task

Action

In Make“Updates a task by entered values.”

Modifies a task that already exists, so its content follows what happens in the tools around Easy Project.

When to use it
when a ticket changes status in your help desk, or when hours logged on a task should update a note on it.
Watch out
if another scenario watches tasks, make sure an update here does not start a loop between the two.
Easy Project22

Update a Time Entry

Action

In Make“Updates a time entry by entered values.”

Corrects the values of a logged time entry, which saves a manual fix when the hours were right in the source tool but wrong in Easy Project.

When to use it
when a manager adjusts hours during approval and the change has to reach Easy Project before billing.
Watch out
if another scenario sends these hours to billing, make sure it picks up the corrected values too.
Easy Project23

List Expenses

Search

In Make“Retrieves all planned expenses for all projects.”

Brings back every planned expense across all projects, one bundle per expense, which is the raw material of a budget report.

When to use it
to fill a spreadsheet or a dashboard with the costs planned in Easy Project, or to check them against accounting.
Watch out
a search can return zero, one or many bundles, and each one then costs operations in the modules after it.
Easy Project24

List Incomes

Search

In Make“Retrieves all planned or real incomes for all projects.”

Returns planned and real incomes for all projects, so revenue can be compared with what was expected without exporting anything by hand.

When to use it
when a finance report or a forecast sheet needs the money side of every project in one pass.
Watch out
planned and real lines arrive together; add a filter after the search if your report only needs one kind.
Easy Project25

List Projects

Search

In Make“Retrieves all projects.”

Gets you all projects from Easy Project as separate bundles, a good starting point for any bulk check or sync.

When to use it
to mirror the project list in a spreadsheet, or to loop over projects and apply one change to each.
Watch out
an empty result simply stops the modules after it; when you test with Run once and nothing happens, look at the search output first.
Easy Project26

List Tasks

Search

In Make“Retrieves all tasks for all projects.”

Pulls tasks from every project at once, which saves opening each project when you need the full to-do picture.

When to use it
to build a cross-project task report, or to find a task before Get a Task or Update a Task works on it.
Watch out
on a large account the number of bundles grows fast, so filter right after the search to spare operations.
Easy Project27

List Time Entries

Search

In Make“Retrieves all time entries for all projects and issues.”

Collects the time entries of all projects and issues, the base for timesheets, utilization reports or billing exports.

When to use it
when a report needs every hour logged, not only the new ones that Watch New Time Entries catches.
Watch out
the output can be long; group the bundles with an aggregator before writing them to a sheet, so the report stays readable.
Need help

Need help automating Easy Project with Make?

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FAQ

Common questions about Easy Project and Make

01Is the Easy Project Make integration free?
Yes, Easy Project is a standard app in Make, so you can use it on the Free plan. That plan keeps 2 active scenarios, a minimum of 15 minutes between two scheduled runs, up to 5 minutes per run, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) bring the interval down to 1 minute, remove the cap on active scenarios and allow runs up to 40 minutes. Usage is counted in operations: one module processing one bundle is one operation.
02What do you need to connect Easy Project to Make?
An Easy Project account and a Make account are enough; the documentation lists no other prerequisite. Add any Easy Project module, click Create a connection, give it a name if you like, then approve Make on the Easy Project page or paste the key your account provides, and click Save. The same connection is then reused by all 30 modules, so you only do this once per account. If the connection fails, the Make troubleshooting guide covers the usual causes.
03Do Easy Project triggers in Make fire in real time?
No. All 3 Easy Project triggers, Watch New Projects, Watch New Tasks and Watch New Time Entries, are scheduled. Make checks Easy Project on the scenario's schedule, every 15 minutes by default, and picks up what was created since the last check. On the Free plan the shortest interval is 15 minutes; paid plans go down to 1 minute. If a few minutes of delay is a problem for your process, set the shortest interval your plan allows.
04What if the Easy Project module you need is missing in Make?
Use Make an API Call. With the same connection, it can call any endpoint of the Easy Project API, which covers objects and actions that the listed modules leave out. You write the request yourself from the Easy Project API documentation, then test it with Run once before switching the scenario on. The documentation gives no numeric limits for these modules, so the constraints to watch are those of your Make plan, such as operations and run time.
05Should you use Make or n8n for Easy Project?
It depends on the tool your team already runs. In Make, Easy Project comes with 30 ready modules, 3 scheduled triggers and Make an API Call for the rest, all set up through the visual editor described on this page. Many apps also have an n8n node, so check whether one exists for Easy Project and compare the modules it offers with the list here. The n8n vs Make comparison on our site lays out the criteria side by side, without ranking one above the other.