HubSpot + Projectworks
Create budgets in Projectworks from newly created or updated line items in HubSpot
Keep your finances and project management in sync with this integration. When a line item is added or altered in HubSpot, this workflow initiates a budget update in Projectworks. It effectively bridges your sales and financial planning, ensuring precise handling of your budget and saving you valuable time in the process. This can significantly enhance your business operations and project planning efficiency.
Keep your finances and project management in sync with this integration. When a line item is added or altered in HubSpot, this workflow initiates a budget update in Projectworks. It effectively bridges your sales and financial planning, ensuring precise handling of your budget and saving you valuable time in the process. This can significantly enhance your business operations and project planning efficiency.
- When this happens...
Line_item Recently Created or UpdatedTriggers when a line_item recently created or updated.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create BudgetCreates a Budget
ActionWriteCreate a new record or update an existing record in your app.
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Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planType of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBlog UrlRequired
Article StateRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Halt task if any associations error occurred
Engagement TypeRequired
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Contact Email AddressRequired
Event IDRequired
Contact Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
FormRequired
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Company
Update a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Deal
Update a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Update a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your appObject TypeRequired
Pipeline IdRequired
Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundType of Custom ObjectRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
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
Get Custom Fields
Triggers when a user requests a list of Custom Fields
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planGet Offices
Triggers when a user requests a list of offices.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planGet Users
Triggers when a user requests a list of users.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUserIDRequired
TaskIDRequired
Hours
IsActiveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientNameRequired
AccountManagerIDRequired
OfficeIDRequired
ExternalReference
IsActive
CurrencyIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectNameRequired
OfficeIDRequired
ClientIDRequired
ProjectTypeIDRequired
ProjectStatusIDRequired
CurrencyIDRequired
ProjectManagerIDRequired
AccountManagerIDRequired
TaskSelfServiceModeIDRequired
ExternalReference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserIDRequired
TaskIDRequired
DateRequired
MinutesRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.moduleIDRequired
ModuleName
glcodeID
IsActive
Budget
ExternalReference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EntityIDRequired
EntityTypeIDRequired
FieldIDRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.taskIDRequired
TaskName
StatusID
PercentComplete
ExternalReference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.name
externalReference
ActionThis is an event a Zap performs.SearchFind existing data in your appentityTypeIDRequired
labelRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appexternalReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appname
externalReference
projectNumber
ActionThis is an event a Zap performs.SearchFind existing data in your appemail
name
externalReference
ActionThis is an event a Zap performs.SearchFind existing data in your app
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEmail Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact ListRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Properties to retrieveRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
List NameRequired
Contact EmailRequired
Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Social Media ChannelRequired
Message ContentRequired
When
Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
NameRequired
Company
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Workflow NameRequired
Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line_item IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Blog URLRequired
Blog AuthorRequired
Publish This Post?Required
Blog Post URLRequired
Blog Post TitleRequired
Blog Post ContentRequired
Meta DescriptionRequired
Featured image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
List NameRequired
Contact EmailRequired
Halt my task if contact wasn't a member of the listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Update a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Line_item
Update a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Ticket
Update a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appType of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
NameRequired
Note
Company
Contact
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundGet Clients
Triggers when a user requests a list of clients.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planGet Leave Statuses
Triggers when a user requests a list of leave statuses.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planiD
userID
taskID
date
userExternalReference
taskExternalReference
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProjectIDRequired
ModuleNameRequired
BudgetRequired
IsServicesRequired
GLCodeIDRequired
IsActive
ExternalReference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserIDRequired
StatusIDRequired
DateRequired
TypeIDRequired
HoursRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.moduleIDRequired
TaskNameRequired
TaskTypeIDRequired
StartDate
EndDate
IsOnTimesheet
StatusID
PercentComplete
ExternalReference
EnforceTimesheetDates
IsScheduled
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectIDRequired
DateRequired
ResourceTypeIDRequired
UserIDRequired
IsPenciledRequired
HoursRequired
Comment
ModeIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.clientIDRequired
ClientName
AccountManagerID
OfficeID
ExternalReference
IsActive
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.projectIDRequired
ProjectName
ProjectStatusID
ProjectManagerID
AccountManagerID
ExternalReference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
IsReviewed
Minutes
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.name
code
ActionThis is an event a Zap performs.SearchFind existing data in your appcode
description
ActionThis is an event a Zap performs.SearchFind existing data in your appname
externalReference
ActionThis is an event a Zap performs.SearchFind existing data in your appexternalReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Projectworks
Projectworks is an intelligent business management software for your entire professional services company.