Triggers when a new update is posted on a board.

Archives a board

Change multiple column values of an item

Create a new column in board.

Create a new Item in a board

Create a new update.

Delete an item from a board

Create a duplicate of an existing item (including subitems). Note: this action takes a few minutes to complete the subitem duplication.

Updates a update subitem on your board.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds the subitems of a specific item on the board

Returns the data for a all columns in the specific board

Returns the data for a specific file column in the board

Returns the details for a specific user

Archives a client in Projul, taking them out of the active list. Reversible in the app. There is deliberately no Delete Client action — deleting a client also deletes their jobs, estimates and invoices, which is not something a Zap should do unattended.

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.

Archives a specific group in a board

Creates a new board

Creates a new group in a board

Create a new subitem in a item with column values

Delete a specific group from a board

Duplicate a group with its items

Move an item to a different group

Upload File To Specific Column

Find items that match a specific value in a column

Search for a user by name using exact matching

Returns the data for a specific column in the board

Returns the group name for a specific board

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

Marks a Projul task complete, or reopens it. Running it twice is harmless. Careful with EstimateMeeting and EstimateToWrite tasks — completing one of those moves a lead along your sales pipeline.

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.