Creates a client in Projul, or links to the one you already have. Projul matches on both names plus an email or phone, so running this on a list you have imported before will not produce duplicates.

Creates a lead in Projul. A lead is a project in a lead stage, so this creates a project and links it to a client, matching an existing client rather than duplicating them.

Creates a task in Projul and puts it on the schedule. Map a calendar event's start, end, and attendees straight in. Set the External reference to the event's id so a later edit can update this task rather than creating a second one.

Updates a project in Projul. Fields you leave blank are left alone rather than cleared. Changing the status out of a lead stage marks the lead as won and fires the Lead Converted to Job trigger.

Creates a task in Projul, or updates the existing one with the same External reference. Use this for calendar sync: point External reference at the calendar event's id and a moved or edited event updates the same Projul task instead of creating a duplicate. To change a task you already have the id of, use Update Task.

Finds an estimate by your own External reference, by its Projul id from an earlier step, or the most recently updated one for a project, client, or status.

Finds a task by your own External reference, by its Projul id from an earlier step, or the most recent one matching a project, assignee, type, status, or scheduled date range. To change a task, use Update Task (by id) or Create or Update Task (by External reference).

Finds a project, and creates one if there is no match.

Posts a message onto a project, task, client, or estimate in Projul. This is an internal note — it cannot send anything to a client.

Builds a draft estimate from one of your estimate templates, copying its sections, lines and pricing. The estimate is created as a draft — sending it and getting it approved stay human steps in Projul.

Creates a project in Projul. For a website enquiry or an inbound lead, use Create Lead instead: it recognises clients you already have rather than duplicating them.

Updates a client in Projul. Fields you leave blank are left alone rather than cleared. If someone edited this client in Projul since your Zap last read it, the update is refused rather than overwriting their change.

Updates a task in Projul by its id. Fields you leave blank are left alone rather than cleared. Use it at the end of a Projul to calendar Zap to store the calendar event's id in External reference, so a later change to that event updates this task instead of creating a second one.

Finds a client by name, email, your own External reference, or their Projul Client number, or by the Client ID from an earlier step.

Finds a project by your own External reference, by its Projul id from an earlier step, or the most recent one matching a client, stage or status. A lead is a project, so this finds leads too.

Finds a client, and creates one if there is no match.