monday.com + Projectworks

monday.com + Projectworks integrations

Create new boards in monday.com from updated projects in Projectworks

Streamline your project organization process with this powerful workflow. Whenever you establish new projects in Projectworks, it will directly create corresponding boards in your monday.com system. This way, your project planning becomes less time-consuming and more efficient. Perfect for teams that use Projectworks for initiating projects and monday.com for managing tasks, this workflow ensures your project information is always up-to-date and accessible.

When this happens...
Get ProjectsTriggers when a user requests a list of projects.
TriggerPolling
automatically do this!
Create BoardCreates a new board
ActionWrite

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More things you can do with Projectworks and monday.com

Discover other triggers and actions you can use with Projectworks and monday.com

- projectID
Trigger
Polling
Try It
Get Custom Fields
Triggers when a user requests a list of Custom Fields
Trigger
Polling
Try It
Get Offices
Triggers when a user requests a list of offices.
Trigger
Polling
Try It
- moduleID
Trigger
Polling
Try It
Get Users
Triggers when a user requests a list of users.
Trigger
Polling
Try It

- UserID
  Required
- TaskID
  Required
- Hours
- IsActive
  Required
Action
Write
- ClientName
  Required
- AccountManagerID
  Required
- OfficeID
  Required
- ExternalReference
- IsActive
- CurrencyID
  Required
Action
Write

- ProjectName
  Required
- OfficeID
  Required
- ClientID
  Required
- ProjectTypeID
  Required
- ProjectStatusID
  Required
- CurrencyID
  Required
- ProjectManagerID
  Required
- AccountManagerID
  Required
- TaskSelfServiceModeID
  Required
- ExternalReference
Action
Write
- UserID
  Required
- TaskID
  Required
- Date
  Required
- Minutes
  Required
- Comment
Action
Write
- moduleID
  Required
- ModuleName
- glcodeID
- IsActive
- Budget
- ExternalReference
Action
Write
- EntityID
  Required
- EntityTypeID
  Required
- FieldID
  Required
- Value
  Required
Action
Write
- taskID
  Required
- TaskName
- StatusID
- PercentComplete
- ExternalReference
Action
Write
- name
- externalReference
Action
Search
- entityTypeID
  Required
- label
  Required
Action
Search
- externalReference
  Required
Action
Search
- name
- externalReference
- projectNumber
Action
Search
- email
- name
- externalReference
Action
Search
- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board
  Required
- Item
  Required
- Group
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board
  Required
- Column to Search
  Required
- Include Subitems?
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
Action
Search

Get Clients
Triggers when a user requests a list of clients.
Trigger
Polling
Try It
Get Leave Statuses
Triggers when a user requests a list of leave statuses.
Trigger
Polling
Try It
- clientID
Trigger
Polling
Try It
- iD
- userID
- taskID
- date
- userExternalReference
- taskExternalReference
Trigger
Polling
Try It
- StatusID
  Required
Trigger
Polling
Try It
- ProjectID
  Required
- ModuleName
  Required
- Budget
  Required
- IsServices
  Required
- GLCodeID
  Required
- IsActive
- ExternalReference
Action
Write
- UserID
  Required
- StatusID
  Required
- Date
  Required
- TypeID
  Required
- Hours
  Required
Action
Write
- moduleID
  Required
- TaskName
  Required
- TaskTypeID
  Required
- StartDate
- EndDate
- IsOnTimesheet
- StatusID
- PercentComplete
- ExternalReference
- EnforceTimesheetDates
- IsScheduled
Action
Write
- ProjectID
  Required
- Date
  Required
- ResourceTypeID
  Required
- UserID
  Required
- IsPenciled
  Required
- Hours
  Required
- Comment
- ModeID
  Required
Action
Write
- clientID
  Required
- ClientName
- AccountManagerID
- OfficeID
- ExternalReference
- IsActive
Action
Write
- projectID
  Required
- ProjectName
- ProjectStatusID
- ProjectManagerID
- AccountManagerID
- ExternalReference
Action
Write
- ID
  Required
- IsReviewed
- Minutes
- Comment
Action
Write
- name
- code
Action
Search
- code
- description
Action
Search
- name
- externalReference
Action
Search
- externalReference
  Required
Action
Search
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board
  Required
- Item
  Required
- Include Updates?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board
- Item
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

HelpHelp

Related categories

Project Management

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About Projectworks

Projectworks is a professional services automation software that connects time and expense tracking, resource management, invoicing, and financial reporting.

HelpHelp

Related categories

Project Management

Related Zap Templates

Create new items in monday.com for every project obtained from Projectworks

Related Zap Templates

Create new items in monday.com for every project obtained from Projectworks