Projectworks Integrations

Project Management

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Salesforce

CRM (Customer Relationship Management)

Airtable

Databases

Email Parser by Zapier

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Zapier Tables

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HubSpot

Marketing Automation

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Databases

Google Sheets

Google, Spreadsheets

Notion

Task Management

Webhooks by Zapier

Developer Tools, Zapier

Salesforce

CRM (Customer Relationship Management)

Airtable

Databases

Email Parser by Zapier

Email, Zapier

Zapier Tables

Databases, Spreadsheets, Zapier

HubSpot

Marketing Automation

SQL Server

Databases

Salesforce

CRM (Customer Relationship Management)

Airtable

Databases

Email Parser by Zapier

Email, Zapier

Zapier Tables

Databases, Spreadsheets, Zapier

HubSpot

Marketing Automation

SQL Server

Databases

Google Sheets

Google, Spreadsheets

Notion

Task Management

Webhooks by Zapier

Developer Tools, Zapier

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Quickly automate Projectworks integrations with Zapier's templates

Create new boards in monday.com from updated projects in Projectworks
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Projectworks + monday.com
Send emails in Gmail when new budgets are retrieved in Projectworks
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Projectworks + Gmail
Create draft emails in Microsoft Office 365 from new users in Projectworks
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Projectworks + Microsoft Office 365
Get new projects in Projectworks and send chat messages in Microsoft Teams
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Projectworks + Microsoft Teams

Get new Projectworks projects and send emails through Gmail
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Projectworks + Gmail

Create budgets in Projectworks from newly created or updated line items in HubSpot
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HubSpot + Projectworks

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

Projectworks + monday.com

Send emails in Gmail when new budgets are retrieved in Projectworks

Projectworks + Gmail

Create draft emails in Microsoft Office 365 from new users in Projectworks

Projectworks + Microsoft Office 365

Get new projects in Projectworks and send chat messages in Microsoft Teams

Projectworks + Microsoft Teams

Get new Projectworks projects and send emails through Gmail

Projectworks + Gmail

Create budgets in Projectworks from newly created or updated line items in HubSpot

HubSpot + Projectworks

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
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Get Offices
Triggers when a user requests a list of offices.
Trigger
Scheduled
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- moduleID
Trigger
Scheduled
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Get Users
Triggers when a user requests a list of users.
Trigger
Scheduled
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- 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

Get Clients
Triggers when a user requests a list of clients.
Trigger
Scheduled
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Get Leave Statuses
Triggers when a user requests a list of leave statuses.
Trigger
Scheduled
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- clientID
Trigger
Scheduled
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- iD
- userID
- taskID
- date
- userExternalReference
- taskExternalReference
Trigger
Scheduled
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- StatusIDRequired
Trigger
Scheduled
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- 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

About Projectworks

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

Related categories

Project Management

Popular Projectworks Integrations