Projectworks Integrations

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Marketing Automation

CRM (Customer Relationship Management) +2

CRM (Customer Relationship Management), Microsoft, Premium

Team Chat

CRM (Customer Relationship Management) +1

CRM (Customer Relationship Management), Premium

Project Management

Email +1

Email, Microsoft

Developer Tools +1

Developer Tools, Microsoft

The following Projectworks Triggers, Searches, Filters, and Actions are supported by Zapier:

Assign Timecode
Assigns a user to a timecode
Create Company
Creates a new company
Create Project
Creates a Project
Create Budget
Creates a Budget
Create Timecode
Creates a Timecode
Create Timesheet Entry
Creates a Timesheet entry
Update Budget
Updates a budget
Update Company
Updates a company
Update CustomFieldValue
Updates the value of a custom field for a specific entity
Update Project
Updates a project
Update Timecode
Updates a timecode
Update Timesheet Entry
Updates a timesheet entry

Find UserID
Finds an existing user by name, email address, or external reference.
Find ClientID
Finds a company by name or external reference.
Find CurrencyID
Finds a currency by its name or code.
Find CustomFieldID
Finds a custom field by entity type and label
Find GLCode ID
Finds a GL Code by its code or description
Find OfficeID
Finds an Office by name or external reference.
Find ProjectID
Finds a project by name or external reference

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