Docupilot + ProWorkflow Integrations
How to connect Docupilot + ProWorkflow
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DocumentRequired
Provide Download URL Link?
If 'yes', a Download URL with a one hour expiration period will be provided in the response for you to use in a proceeding Action step.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Complete Project
Triggered when a Project is completed in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Remove Project Request
Triggered when a Project Request is declined in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Contact
Triggered when a Contact is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Invoice
Triggered when an Invoice is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project
Triggered when a Project is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Quote
Triggered when a new Quote is added in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Task
Triggered when a Task is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggered when a Company is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New File
Triggered when a File is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Message
Triggered when a Message is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Pending Contact
Triggered when a Pending Contact is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project Request
Triggered when a Project Request is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Shared Note
Triggers when a new Shared Note is added to a Project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Time
Triggered when a Time is added to ProWorkflow. Please check that you have recorded at least one time record in the last 2 weeks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Make Task Active
Triggered when a Task is reactivated in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Finish Timer
Triggered when a Timer is stopped in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project IDRequired
Client IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
First NameRequired
Last NameRequired
TypeRequired
Select the Type of Contact.
Address 1
Address Line 1.
Address 2
Address 3
Allow Login
Select to allow login for the Contact.
API Fields
API Field Value/s.
City
Enter the City for this Contact.
Country
Enter the Country for this Contact.
Email
Enter an email for this Contact.
Facebook
Enter the Facebook URL for this Contact.
Fax
Group ID
Enter the Group ID this Contact is assigned to.
LinkedIn
Enter the Linkedin URL for this Contact.
Mobilephone
Password
Enter the password for this Contact.
Role ID
Enter the Role ID for the Contact.
State
Tag ID
Enter the Tag ID for this Contact.
Title
Enter the Position title for this Contact.
Twitter
Twitter URL for this Contact.
Username
Workphone
Zipcode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Contractor IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
NameRequired
Folder ID
Folder ID (Exactly 1 of Project/Task/Folder Required).
Task ID
Project ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
Line Item Name
Line Item Quantity
Line Item Rate
Line Item Description
Line Item Taxable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contacts
Content
Original Message ID
Project ID
Project ID (Specify to start a new Project Discussion).
Task ID
Task ID (Specify to start a new Task Discussion).
Title
Files
Files to attach to the Message (Files must belong to the same Project as the Message).
Notifications
True or false to turn this email on.
Public
True or false to make the message public.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
API Fields
Budget
Contact ID
Advanced Plan only.
Custom Form Content
Advanced Plan only.
Custom Form Title
Description
Division ID
Due Date
Group ID
Start Date
Template ID
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Quote TitleRequired
Line Name
Line Item Quantity
Line Rate
Contact Name
Quote Number
Address Line 1
Address Line 2
City
State
Zip Code
Country
Description
Quoted By
Quoted Date
Specific date - Date in yyyy-mm-dd format Example: 2014-01-18
Relative date - +/-Xd/w/m/y Example: -3w = 3 weeks ago.
Show Cost Breakdown
Custom Field Value
Valid to Date
Specific date - Date in yyyy-mm-dd format Example: 2014-01-18
Relative date - +/-Xd/w/m/y Example: -3w = 3 weeks ago.
Client View
Discount Description
Discount Value
Project ID
Taxable
Tax Rate
API Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Staff IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag IDRequired
Existing tag's ID.
Contact IDRequired
ID of the ProWorkflow contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start TimeRequired
Task IDRequired
Time TrackedRequired
Minutes.
End Time
API Fields
Contact ID
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project Request IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project Request IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Address 1
Address 2
Address 3
API Fields
City
Code
Company code.
Country
Email
Facebook
Facebook URL.
Fax
LinkedIn
Name
Company Name.
Phone
State
Twitter
Type
Company Type.
Zipcode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
AddressRequired
All in one line with comma separators.
LatitudeRequired
LongitudeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message IDRequired
Contacts
NOTE: You cannot remove contacts who have added a reply to the discussion. contactid/s - Contact ID or List of Contact IDs
me - Contact making request all - All Contacts Assigned to Project or Task.
Notifications
Public
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project Request IDRequired
API Fields
Budget
Custom Form Content
Custom Form Title
Description
Due Date
Start Date
Title
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag IDRequired
Change Name ToRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Record IDRequired
API Fields
Contact ID
End Time
Notes
Start Time
Time Tracked
Minutes.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
The client name to search for, partial strings are acceptable - i.e. "Smith" will return a client called "John Smith" but you may need to deal with multiple results if your search is not specific enough.
Search Email
The email to search for, partial strings are acceptable - i.e. "example" will return an email with "example@email.com" but you may need to deal with multiple results if your search is not specific enough.
ActionThis is an event a Zap performs.SearchFind existing data in your appName
The client name to search for, partial strings are acceptable - i.e. "Smith" will return a client called "John Smith" but you may need to deal with multiple results if your search is not specific enough.
Search Email
The email to search for, partial strings are acceptable - i.e. "example" will return an email with "example@email.com" but you may need to deal with multiple results if your search is not specific enough.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Invoice Title
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Search Invoice Number
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Project Title
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Search Project Number
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Search Project Description
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Search Project Custom Form
ProWorkflow Advanced Plan only.
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Name
The staff name to search for, partial strings are acceptable - i.e. "Smith" will return a staff member called "John Smith" but you may need to deal with multiple results if your search is not specific enough.
Search Email
The email to search for, partial strings are acceptable - i.e. "example" will return an email with "example@email.com" but you may need to deal with multiple results if your search is not specific enough.
ActionThis is an event a Zap performs.SearchFind existing data in your appName
The client name to search for, partial strings are acceptable - i.e. "Smith" will return a client called "John Smith" but you may need to deal with multiple results if your search is not specific enough.
Search Email
The email to search for, partial strings are acceptable - i.e. "example" will return an email with "example@email.com" but you may need to deal with multiple results if your search is not specific enough.
First NameRequired
Last NameRequired
Client Company IDRequired
Email
Mobile Phone Number
Work Phone Number
Address Line 1
City
State
Country
Zipcode
Allow Client Login?
Allow Login Access?
Username
Only used if Login access is enabled.
Password
Only used if Login access is enabled (if not specified then one will be generated if Allow Login is 'true').
View All Company Projects
Client can view all company projects (defaults to false).
View All Project Tasks
Client can view all project tasks (defaults to false).
View Quotes and Invoices
Client can view quotes and invoices (defaults to false).
View Time Information
Client can view time information (defaults to false).
View Calendar
Client can view calendar page (defaults to false).
View Archived Projects
Client can view archived projects (defaults to false).
View Timeline
Client can view timeline (defaults to false).
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundName
The client name to search for, partial strings are acceptable - i.e. "Smith" will return a client called "John Smith" but you may need to deal with multiple results if your search is not specific enough.
Search Email
The email to search for, partial strings are acceptable - i.e. "example" will return an email with "example@email.com" but you may need to deal with multiple results if your search is not specific enough.
Company IDRequired
First NameRequired
Last NameRequired
TypeRequired
Client, Contractor or Staff.
Allow Login
Username
Password
Enter the password for this Contact.
Role ID
Enter the Role ID for the Contact.
Group ID
Enter the Group ID this Contact is assigned to.
Tag ID
Enter the Tag ID for this Contact.
Facebook
LinkedIn
Enter the Linkedin URL for this Contact.
Twitter
Twitter URL for this Contact.
Email
Title
Enter the Position title for this Contact.
Address Line 1
Address Line 2
Address Line 3
City
State
Zip Code
Country
Mobile Phone
Work Phone
API Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Invoice Title
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Search Invoice Number
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Company ID
Contact IDRequired
Invoice TitleRequired
Project ID
Invoice Number
Company Name
Contact Name
Due Date
Specific date - Date in yyyy-mm-dd format Example: 2014-01-18
Relative date - +/-Xd/w/m/y Example: -3w = 3 weeks ago.
Line Item Name
Line Item Quantity
Line Item Rate
Address Line 1
Address Line 2
City
State
Zip Code
Country
Description
Terms
Example: Valid for 14 Days.
Invoiced Date
Specific date - Date in yyyy-mm-dd format Example: 2014-01-18
Relative date - +/-Xd/w/m/y Example: -3w = 3 weeks ago.
Mark Project as Invoiced
Defaults to False.
Show Cost Breakdown
Discount Description
Discount Value
Taxable
Tax Rate
API Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Quote Title
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Search Quote Number
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Contact IDRequired
Quote TitleRequired
Line Name
Line Item Quantity
Line Rate
Contact Name
Quote Number
Address Line 1
Address Line 2
City
State
Zip Code
Country
Description
Quoted By
Quoted Date
Specific date - Date in yyyy-mm-dd format Example: 2014-01-18
Relative date - +/-Xd/w/m/y Example: -3w = 3 weeks ago.
Show Cost Breakdown
Custom Field Value
Valid to Date
Specific date - Date in yyyy-mm-dd format Example: 2014-01-18
Relative date - +/-Xd/w/m/y Example: -3w = 3 weeks ago.
Client View
Discount Description
Discount Value
Project ID
Taxable
Tax Rate
API Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Task Name
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Search Task Description
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Project IDRequired
Search for Tasks within a certain Project.
NameRequired
Task Name.
Description
Contacts
You can put in Contact IDs; or type "all" here to assign all Contacts that are assigned to the Project; or type "allstaff" to assign all Staff Contacts that are assigned to the Project; or type "me" here to assign the person who makes this request; or type "none" here to assign no Contacts.
Time Allocated
Service Name
Service Description
Service Rate
Start Date
Due Date
Complete Date
Date, if specified then the Task will be added with a Completed status (alerts are not sent when adding Completed Tasks).
Type
Priority
Billable
Order
Order Level
Category ID
Template ID
Task Template ID.
Add Template Contacts
Assign Template Contacts to Project.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Accept Project Request
Triggered when a Project Request is accepted in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Completed Task
Triggered when a Task is completed in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Company
Triggered when a Company is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Contact Location
Triggered when a Contact Location is edited in ProWorkflow. Please update the location of the contact connected to Zapier, to test.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Message
Triggered when a Message is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project Request
Triggered when a Project Request is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Shared Note
Triggered when a Shared Note is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Time
Triggered when a Time is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggered when a Contact is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when an Invoice is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Pending Company
Triggered when a Pending Company is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggered when a Project is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Quote
Triggered when a Quote is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggered when a Task is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Make Project Active
Triggered when a Project is reactivated in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Timer
Triggered when a Timer is started in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project IDRequired
LinkRequired
Enter the Website URL.
Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag ID
NameRequired
TypeRequired
Select the Type of Company.
Address 1
Address 2
Address 3
API Fields
City
Country
Email
Facebook
Fax
LinkedIn URL
Phone
State
Twitter
Zip Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
The ID of the project that you'd like to add the expense to.
NameRequired
CostRequired
Date
Date of Expense. Specific date - Date in yyyy-mm-dd format Example: 2014-01-18 Relative date - +/-Xd/w/m/y Examples: -3w - 3 weeks ago OR +1m - 1 month ahead.
Description
Taxable
Invoiced
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Category IDRequired
NameRequired
General Task Name.
Contacts
You can put in Contact IDs; or type "all" here to assign all Staff; or type "me" here to assign the person who make this request; or type "none" here to assign no Contacts.
API Fields
Complete Date
Description
Due Date
Order
Order Level
Priority
Start Date
Time Allocated
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Contact IDRequired
Invoice TitleRequired
Project ID
Invoice Number
Company Name
Contact Name
Due Date
Specific date - Date in yyyy-mm-dd format Example: 2014-01-18
Relative date - +/-Xd/w/m/y Example: -3w = 3 weeks ago.
Line Item Name
Line Item Quantity
Line Item Rate
Address Line 1
Address Line 2
City
State
Zip Code
Country
Description
Terms
Example: Valid for 14 Days.
Invoiced Date
Specific date - Date in yyyy-mm-dd format Example: 2014-01-18
Relative date - +/-Xd/w/m/y Example: -3w = 3 weeks ago.
Mark Project as Invoiced
Defaults to False.
Show Cost Breakdown
Discount Description
Discount Value
Taxable
Tax Rate
API Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Title.
Project Number
The default setting is to use Autonumbering.
Client Company IDRequired
Category ID
Manager ID
Priority
Start Date
Due Date
Internal Client Contact ID
Advanced Plan only.
Internal Client Group ID
Advanced Plan only.
API Fields
Autonumber Option ID
Autonumbering Option ID (Advanced Plan only. Required if Advanced autonumbering is enabled and the Team of 'managerid' has more than one Autonumber option.
Client Access
True/False to set whether Client can view this Project.
Clients
Client ID.
Complete Date
Complete Date, if specified then the Project will be added with a Completed status (alerts are not sent when adding Completed Projects).
Contractors
Contractor ID.
Custom Fields
Advanced Plan only.
Custom Form Content
Advanced Plan only.
Custom Form Title
Advanced Plan only.
Custom Status ID
Advanced plan only.
Description
Email Alerts
True/False to set whether email alerts are sent for activity in this Project.
Group ID
Group ID (Advanced Plan only, required if managerid belongs to more than 1 Group).
Invoice Total
Private Notes
Visible to Staff only.
Quote Total
Staff
Staff ID.
Template ID
Time Allocated
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
Line Item Name
Line Item Quantity
Line Item Rate
Line Item Description
Line Item Taxable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Shared Note TitleRequired
Shared Note ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Task Name.
Project IDRequired
Contacts
You can put in Contact IDs; or type "all" here to assign all Contacts that are assigned to the Project; or type "allstaff" to assign all Staff Contacts that are assign to the Project; or type "me" here to assign the person who make this request; or type "none" here to assign no Contacts.
Category ID
Template ID
Add Template Contacts
Assign Template Contacts to Project.
API Fields
Billable
Complete Date
Description
Due Date
Order
Order Level
Priority
Start Date
Time Allocated
Type
Service Name
Service Description
Service Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project Request IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Bookmark IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Bookmark IDRequired
Title
Link
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Address 1
Address 2
Address 3
Allow Login
API Fields
City
Company ID
Country
Email
Facebook
Fax
First Name
Last Name
Linkedin
Mobile Phone
Password
State
Title
Twitter
Username
Workphone
Zipcode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
Invoice Title
Invoice Number
Status
Paid or Unpaid.
Company Name
Contact Name
Paid Date
Specific date - Date in yyyy-mm-dd format Example: 2014-01-18
Relative date - +/-Xd/w/m/y Example: -3w = 3 weeks ago.
Due Date
Specific date - Date in yyyy-mm-dd format Example: 2014-01-18
Relative date - +/-Xd/w/m/y Example: -3w = 3 weeks ago.
Address Line 1
Line Item Name
This will replace all existing Invoice line items, if you do not want your existing Invoice line items to be replaced, then use the 'Add Invoice Line Item' action instead.
Line Item Quantity
Line Item Rate
Address Line 2
City
State
Zip Code
Country
Description
Invoiced Date
Specific date - Date in yyyy-mm-dd format Example: 2014-01-18
Relative date - +/-Xd/w/m/y Example: -3w = 3 weeks ago.
Project ID
Show Cost Breakdown
Discount Description
Discount Value
Taxable
Tax Rate
API Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Accounted For
Accounted For Status (true/false to set whether Project is accounted for).
API Fields
Category ID
Clients
Company ID
Complete Date
Contractors
Custom Form Content
Advanced Plan only.
Custom Form Title
Custom Status ID
Description
Description - Description Example: Sample Description +=description - Append to Existing Description Example: +=Sample Description.
Due Date
Group ID
Group ID (Advanced Plan only, required if managerid belongs to more than 1 Group).
Internal Client Contact ID
Internal Client Group ID
Invoiced
Invoiced Status (true/false to set whether Project is invoiced).
Invoice Total
Manager ID
Manager ID. managerid - Manager Contact ID Example: 1 me - Contact making request.
Number
Paid
Paid Status (true/false to set whether Project is paid). true - Set Project as paid false - Set Project as not paid.
Priority
Private Notes
Visible to Staff only privatenotes - Private Notes Example: Sample Private Notes +=privatenotes - Append to Existing Private Notes Example: +=Sample Private Notes.
Quote Total
Quotetotal - Quoted Value auto - Total of Project Quotes.
Staff
Start Date
Start Date. Specific date - Date in yyyy-mm-dd format Example: 2014-01-18 Relative date - +/-Xd/w/m/y Examples: -3w - 3 weeks ago OR +1m - 1 month ahead.
Time Allocated
Minutes.
Title
Custom Fields
Custom Field Values (Advanced Plan only).
Supress Hook
This field is used to prevent project updates from triggering webhooks. Usually you will not need to set this field but if you are using the "update project" trigger to trigger the "update project" action then you might create an infinite loop. This field will help you avoid that problem.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
Quote Title
Approved Date
Specific date - Date in yyyy-mm-dd format Example: 2014-01-18
Relative date - +/-Xd/w/m/y Example: -3w = 3 weeks ago.
Status
Contact Name
Quote Number
Address Line 1
Address Line 2
City
State
Zip Code
Country
Description
Quoted By
Quoted Date
Specific date - Date in yyyy-mm-dd format Example: 2014-01-18
Relative date - +/-Xd/w/m/y Example: -3w = 3 weeks ago.
Show Cost Breakdown
Custom Field Value
Valid to Date
Specific date - Date in yyyy-mm-dd format Example: 2014-01-18
Relative date - +/-Xd/w/m/y Example: -3w = 3 weeks ago.
Client View
Discount Description
Discount Value
Project ID
Taxable
Tax Rate
API Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
API Fields
Billable
Category ID
Complete Date
Contacts
Contactid/s - Contact ID or List of Contact IDs
me - Contact making request all - All Contacts assigned to Project (Project Tasks) or All Staff (General Tasks) allstaff - All Staff assigned to Project (Project Tasks) or All Staff (General Tasks) none - No Contacts (we recommend not using this option).
Description
Due Date
Name
Task Name.
Order
Aftertaskid - Add after 'taskid' in Project (set 'orderlevel' to add as a sub task or sub sub task). Any existing Tasks will be reordered automatically. Only available when adding Tasks to a Project. IMPORTANT: Only available when Smart Ordering is enabled for the Project. Example: after1 beforetaskid - Add before 'taskid' in Project (set 'orderlevel' to add as a sub task or sub sub task). Any existing Tasks will be reordered automatically. Only available when adding Tasks to a Project. IMPORTANT: Only available when Smart Ordering is enabled for the Project. Example: before1 ordernumber - Add Task with order number 'ordernumber', if adding to a Project and compulsory task ordering is enabled then you must specify an order number not already in use in the Project. IMPORTANT: This option will NOT reorder any existing tasks. Example: 1.1.
Order Level
Priority
Start Date
Time Allocated
Type
Service Name
Service Description
Service Rate
Suppress Hook
This field is used to prevent task updates from triggering webhooks. Usually you will not need to set this field but if you are using the "update task" trigger to trigger the "update task" action then you might create an infinite loop. This field will help you avoid that problem.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
ID of the ProWorkflow contact.
Tag IDRequired
Existing tag's ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
The company name to search for, partial strings are acceptable - i.e. "ABC" will return a company called "ABC Ltd" but you may need to deal with multiple results if your search is not specific enough.
ActionThis is an event a Zap performs.SearchFind existing data in your appContractor Name
The contractor name to search for, partial strings are acceptable - i.e. "Smith" will return a contractor called "John Smith" but you may need to deal with multiple results if your search is not specific enough.
Search Email
The email to search for, partial strings are acceptable - i.e. "example" will return an email with "example@email.com" but you may need to deal with multiple results if your search is not specific enough.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Message Title
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Quote Title
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Search Quote Number
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Task Name
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Search Task Description
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Project ID
Search for Tasks within a certain Project.
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
The company name to search for, partial strings are acceptable - i.e. "ABC" will return a company called "ABC Ltd" but you may need to deal with multiple results if your search is not specific enough.
Company NameRequired
Company TypeRequired
Address Part 1
City
State
Zipcode
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContractor Name
The contractor name to search for, partial strings are acceptable - i.e. "Smith" will return a contractor called "John Smith" but you may need to deal with multiple results if your search is not specific enough.
Search Email
The email to search for, partial strings are acceptable - i.e. "example" will return an email with "example@email.com" but you may need to deal with multiple results if your search is not specific enough.
First NameRequired
Last NameRequired
Company IDRequired
Title
Enter the Position title for this Contact.
Address Line 1
Address Line 2
City
State
Zip Code
Country
Email
Mobile Phone
Work Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Project Title
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Search Project Number
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Search Project Description
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Search Project Custom Form
ProWorkflow Advanced Plan only.
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
TitleRequired
Project Number
The default setting is to use Autonumbering.
Client Company IDRequired
Priority
Start Date
Due Date
Internal Client Contact ID
Advanced Plan only.
Internal Client Group ID
Advanced Plan only.
Autonumber Option ID
Autonumbering Option ID (Advanced Plan only. Required if Advanced autonumbering is enabled and the Team of 'managerid' has more than one Autonumber option.
Client Access
True/False to set whether Client can view this Project.
Clients
Client ID.
Complete Date
Complete Date, if specified then the Project will be added with a Completed status (alerts are not sent when adding Completed Projects).
Contractors
Contractor ID.
Custom Fields
Advanced Plan only.
Custom Form Content
Advanced Plan only.
Custom Form Title
Advanced Plan only.
Custom Status ID
Advanced plan only.
Description
Email Alerts
True/False to set whether email alerts are sent for activity in this Project.
Group ID
Group ID (Advanced Plan only, required if managerid belongs to more than 1 Group).
Private Notes
Visible to Staff only.
Quote Total
Staff
Staff ID.
Template ID
Time Allocated
Category ID
Manager ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Name
The staff name to search for, partial strings are acceptable - i.e. "Smith" will return a staff member called "John Smith" but you may need to deal with multiple results if your search is not specific enough.
Search Email
The email to search for, partial strings are acceptable - i.e. "example" will return an email with "example@email.com" but you may need to deal with multiple results if your search is not specific enough.
Company IDRequired
First NameRequired
Last NameRequired
Address Line 1
Address Line 1.
Address Line 2
Address Line 2.
City
Enter the City for this Contact.
State
Zip Code
Country
Enter the Country for this Contact.
Allow Login
Select to allow login for the Contact.
Username
Password
Enter the password for this Contact.