monday.com + Projectworks

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

This workflow simplifies project management tasks by seamlessly connecting Projectworks to monday.com. Whenever a new project is created in Projectworks, a corresponding item is instantly generated in monday.com. This automation simplifies your project tracking process and ensures nothing slips through the cracks, saving you time and improving efficiency.

When this happens...
Get Projects
Triggers when a user requests a list of projects.
TriggerScheduled
automatically do this!
Create Item
Create a new Item in a board
ActionWrite

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Supported triggers and actions

What does this mean?

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

- UserIDRequired
- TaskIDRequired
- Hours
- IsActiveRequired
Action
Write
- ClientNameRequired
- AccountManagerIDRequired
- OfficeIDRequired
- ExternalReference
- IsActive
- CurrencyIDRequired
Action
Write

- ProjectNameRequired
- OfficeIDRequired
- ClientIDRequired
- ProjectTypeIDRequired
- ProjectStatusIDRequired
- CurrencyIDRequired
- ProjectManagerIDRequired
- AccountManagerIDRequired
- TaskSelfServiceModeIDRequired
- ExternalReference
Action
Write
- UserIDRequired
- TaskIDRequired
- DateRequired
- MinutesRequired
- Comment
Action
Write
- moduleIDRequired
- ModuleName
- glcodeID
- IsActive
- Budget
- ExternalReference
Action
Write
- EntityIDRequired
- EntityTypeIDRequired
- FieldIDRequired
- ValueRequired
Action
Write
- taskIDRequired
- TaskName
- StatusID
- PercentComplete
- ExternalReference
Action
Write
- name
- externalReference
Action
Search
- entityTypeIDRequired
- labelRequired
Action
Search
- externalReferenceRequired
Action
Search
- name
- externalReference
- projectNumber
Action
Search
- email
- name
- externalReference
Action
Search
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
- Column IDsRequired
Trigger
Instant
Try It
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Override empty fields
Action
Write
- Board IDRequired
- Column TitleRequired
- Column TypeRequired
Action
Write
- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
Action
Write
- Item IDRequired
- BodyRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
Action
Write
- Board IDRequired
- Column to search inRequired
Action
Search
- Board IDRequired
- Item IDRequired
- Column
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- User :Required
Action
Search

Get Clients
Triggers when a user requests a list of clients.
Trigger
Scheduled
Try It
Get Leave Statuses
Triggers when a user requests a list of leave statuses.
Trigger
Scheduled
Try It
- clientID
Trigger
Scheduled
Try It
- iD
- userID
- taskID
- date
- userExternalReference
- taskExternalReference
Trigger
Scheduled
Try It
- StatusIDRequired
Trigger
Scheduled
Try It
- ProjectIDRequired
- ModuleNameRequired
- BudgetRequired
- IsServicesRequired
- GLCodeIDRequired
- IsActive
- ExternalReference
Action
Write
- UserIDRequired
- StatusIDRequired
- DateRequired
- TypeIDRequired
- HoursRequired
Action
Write
- moduleIDRequired
- TaskNameRequired
- TaskTypeIDRequired
- StartDate
- EndDate
- IsOnTimesheet
- StatusID
- PercentComplete
- ExternalReference
- EnforceTimesheetDates
- IsScheduled
Action
Write
- ProjectIDRequired
- DateRequired
- ResourceTypeIDRequired
- UserIDRequired
- IsPenciledRequired
- HoursRequired
- Comment
- ModeIDRequired
Action
Write
- clientIDRequired
- ClientName
- AccountManagerID
- OfficeID
- ExternalReference
- IsActive
Action
Write
- projectIDRequired
- ProjectName
- ProjectStatusID
- ProjectManagerID
- AccountManagerID
- ExternalReference
Action
Write
- IDRequired
- IsReviewed
- Minutes
- Comment
Action
Write
- name
- code
Action
Search
- code
- description
Action
Search
- name
- externalReference
Action
Search
- externalReferenceRequired
Action
Search
- Board IDRequired
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Scheduled
Try It
- Board IDRequired
- Column IDRequired
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Scheduled
Try It
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
Action
Write
- Board NameRequired
- Board KindRequired
- Template Id
Action
Write
- Board IDRequired
- Group NameRequired
Action
Write
- Board IDRequired
- Item NameRequired
- Subitem NameRequired
Action
Write
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Board IDRequired
Action
Search
- Board IDRequired
- Item IDRequired
- ColumnRequired
Action
Search
- Board IDRequired
- Item IDRequired
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.

Learn more Help

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Project Management

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About Projectworks

Projectworks is an intelligent business management software for your entire professional services company.

Help

Related categories

Project Management

PRODUCTS

CAPABILITIES

By team

monday.com + Projectworks

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

Get Budgets

projectID

Get Custom Fields

Get Offices

Get Timecodes

moduleID

Get Users

Assign Timecode

TaskIDRequired

Hours

IsActiveRequired

Create Company

ClientNameRequired

AccountManagerIDRequired

OfficeIDRequired

ExternalReference

IsActive

CurrencyIDRequired

Create Project

ProjectNameRequired

OfficeIDRequired

ClientIDRequired

ProjectTypeIDRequired

ProjectStatusIDRequired

CurrencyIDRequired

ProjectManagerIDRequired

AccountManagerIDRequired

TaskSelfServiceModeIDRequired

ExternalReference

Create Timesheet Entry

UserIDRequired

TaskIDRequired

DateRequired

MinutesRequired

Comment

Update Budget

moduleIDRequired

ModuleName

glcodeID

IsActive

Budget

ExternalReference

Update CustomFieldValue

EntityIDRequired

EntityTypeIDRequired

FieldIDRequired

ValueRequired

Update Timecode

taskIDRequired

TaskName

StatusID

PercentComplete

ExternalReference

Find ClientID

name

externalReference

Find CustomFieldID

entityTypeIDRequired

labelRequired

Find ModuleID

externalReferenceRequired

Find ProjectID

name

externalReference

projectNumber

Find UserID

email

name

externalReference

New Item in Board

Board IDRequired

Specific Columns Values Changed in Board

Board IDRequired

Column IDsRequired

New Update in Board