Projul Integrations

Name: Zapier
Availability: InStock

Put Projul to work with AI and enterprise-grade automation

Automate smarter with Projul and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Acuity Scheduling

Scheduling & Booking

Setmore Appointments

Scheduling & Booking

Google Drive

File Management & Storage, Google

Microsoft Outlook

Calendar, Email, Microsoft

monday.com

Project Management

QuickBooks Online

Accounting

Fillout Forms

Forms & Surveys

Onepage

App Builder

CalGet

Calendar

Acuity Scheduling

Scheduling & Booking

Setmore Appointments

Scheduling & Booking

Google Drive

File Management & Storage, Google

Microsoft Outlook

Calendar, Email, Microsoft

monday.com

Project Management

QuickBooks Online

Accounting

Acuity Scheduling

Scheduling & Booking

Setmore Appointments

Scheduling & Booking

Google Drive

File Management & Storage, Google

Microsoft Outlook

Calendar, Email, Microsoft

monday.com

Project Management

QuickBooks Online

Accounting

Fillout Forms

Forms & Surveys

Onepage

App Builder

CalGet

Calendar

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Add new HubSpot contacts as Projul leads
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HubSpot + Projul
Create new Projul leads from new Gravity Forms submissions
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Gravity Forms + Projul
Create new Projul leads from new Google Sheets rows
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Google Sheets + Projul
Create new Projul leads from new Unbounce form submissions
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Unbounce + Projul
Create new leads in Projul from Pipedrive new leads
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Pipedrive + Projul
Create new leads in Projul when pipeline stages change in LeadConnector
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LeadConnector + Projul

Add new HubSpot contacts as Projul leads

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HubSpot + Projul

Create new Projul leads from new Gravity Forms submissions

Details

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Gravity Forms + Projul

Create new Projul leads from new Google Sheets rows

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Google Sheets + Projul

Create new Projul leads from new Unbounce form submissions

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Unbounce + Projul

Create new leads in Projul from Pipedrive new leads

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Pipedrive + Projul

Create new leads in Projul when pipeline stages change in LeadConnector

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LeadConnector + Projul

Create new Projul leads from new Facebook Lead Ads leads

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Facebook Lead Ads + Projul

Create new Projul leads from new Squarespace Forms submissions

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Squarespace Forms + Projul

Create new leads in Projul from new lead form entries in Google Ads

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Google Ads + Projul

Create new Projul leads from labeled Gmail emails

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Gmail + Projul

Create new Projul leads from new Google Forms responses

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Google Forms + Projul

Create new Projul leads from new matching Gmail emails

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Gmail + Projul

Create new Projul leads from new Facebook Lead Ads leads
Premium
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Facebook Lead Ads + Projul
Create new Projul leads from new Squarespace Forms submissions
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Squarespace Forms + Projul
Create new leads in Projul from new lead form entries in Google Ads
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Google Ads + Projul
Create new Projul leads from labeled Gmail emails
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Gmail + Projul
Create new Projul leads from new Google Forms responses
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Google Forms + Projul
Create new Projul leads from new matching Gmail emails
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Gmail + Projul

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Client Updated
Triggers when a client record changes in Projul: renamed, re-addressed, or given a new contact detail by a matched lead. Unarchiving a client fires this too.
Trigger
Instant
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Lead Converted to Job
Triggers the moment a lead becomes won work — when its status crosses out of the lead stages. Use it to kick off onboarding, notify the crew, or update a CRM.
Trigger
Instant
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New Estimate
Triggers when a person creates an estimate in Projul. The hidden "ghost" estimates Projul keeps behind some projects for cost tracking do not fire this. Only real, user-created estimates do.
Trigger
Instant
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New Message
Triggers when a message is posted on a project, task, client, or estimate — including the client conversation. Filter on Channel or "Is client conversation" to narrow it. Projul cannot send a client message through an integration, so this is read-only.
Trigger
Instant
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New Task
Triggers when a task is created in Projul — from the app, the mobile app, or an integration. Use it to mirror new scheduled work onto a calendar.
Trigger
Instant
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- Attach to
  Required
- Attach to (record)
  Required
- Message
  Required
- Message type
- Recorded at
Action
Write
- Task
  Required
- Completed
- Occurrence date
Action
Write

- Estimate template
  Required
- Project
- Client
- Estimate name
- External reference
- Tax rate
Action
Write
- Project name
  Required
- Status
- Client
- Sale probability
- External reference
- Project notes
- Lead source
- Lead source name
- Lead source notes
- Job site street
- Job site street line 2
- Job site city
- Job site state
- Job site postal code
- Job site country
Action
Write
- Client
  Required
- First name
- Last name
- Company
- Email
- Email label
- Phone
- Phone label
- Phone extension
- Street
- City
- State
- Postal code
- Client number
- External reference
- Notes
Action
Write
- Task
  Required
- Task name
- Task type
- Project
- Starts at
- Ends at
- Assign to (Projul people)
- Assign to (email addresses)
- Assign to (worker groups)
- Tentative
- External reference
- Description
- Meeting notes
Action
Write
- Client ID
- Name
- Email
- External reference
- Client number
Action
Search
- Project ID
- External reference
- Client
- Stage
- Status
Action
Search
- Client ID
- Name
- Email
- External reference
- Client number
- First name
  Required
- Last name
  Required
- Company
- Email label
- Phone
- Phone label
- Phone extension
- Street
- City
- State
- Postal code
- Notes
Action
Search or write

Estimate Accepted
Triggers when a client accepts an estimate. Acceptance happens in the Projul app or on the client's portal link and can never be done through an integration, so this is how an automation learns a job was won. Map "Estimate value" for the amount.
Trigger
Instant
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New Client
Triggers when a new client is added to Projul. A lead that matched an existing client does NOT fire this — Projul recognised them, so use Client Updated for that.
Trigger
Instant
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New Lead
Triggers immediately when a lead is created in Projul. A lead is a project in a lead stage, so this fires on new projects whose status is one of the eight lead statuses.
Trigger
Instant
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New Project
Triggers when any project is created in Projul — including leads, which are projects in a lead stage. Filter on Stage if you only want one kind, or use New Lead / Lead Converted to Job for those specifically.
Trigger
Instant
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Task Updated
Triggers when a task changes in Projul: rescheduled, reassigned, renamed, or completed. Completion arrives here: filter on "Is completed" to run only when work finishes.
Trigger
Instant
Try It
- Client
  Required
Action
Write
- First name
  Required
- Last name
  Required
- Company
- Email
- Email label
- Phone
- Phone label
- Phone extension
- Street
- City
- State
- Postal code
- Client number
- External reference
- Notes
Action
Write
- Lead name
  Required
- Lead stage
  Required
- Existing client
- Client first name
- Client last name
- Client company
- Client email
- Client email label
- Client phone
- Client phone label
- Client phone extension
- Lead source
- Lead source name
- Lead source notes
- Project notes
- External reference
- Sale probability
- Job site street
- Job site street line 2
- Job site city
- Job site state
- Job site postal code
- Job site country
Action
Write
- Task name
  Required
- Task type
  Required
- Project
- Starts at
- Ends at
- Assign to (Projul people)
- Assign to (email addresses)
- Assign to (worker groups)
- Tentative
- External reference
- Description
- Meeting notes
Action
Write
- Project
  Required
- Project name
- Status
- Sale probability
- External reference
- Project notes
- Lead source
- Lead source name
- Lead source notes
- Job site street
- Job site street line 2
- Job site city
- Job site state
- Job site postal code
- Job site country
Action
Write
- Task name
  Required
- Task type
  Required
- Project
- Starts at
- Ends at
- Assign to (Projul people)
- Assign to (email addresses)
- Assign to (worker groups)
- Tentative
- External reference
  Required
- Description
- Meeting notes
Action
Write
- Estimate ID
- External reference
- Project
- Client
- Status
Action
Search
- Task ID
- External reference
- Project
- Assigned to
- Task type
- Status
- Scheduled on or after
- Scheduled on or before
Action
Search
- Project ID
- External reference
- Client
- Stage
- Status
- Project name
  Required
- Sale probability
- Project notes
- Lead source
- Lead source name
- Lead source notes
- Job site street
- Job site street line 2
- Job site city
- Job site state
- Job site postal code
- Job site country
Action
Search or write

For builders

Let your AI safely access Projul

Go beyond Zap workflows. Install Zapier in your AI to call Projul actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Projul from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Add Message
Archive Client

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Projul actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Projul connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "projul", owner: "me" });

await zapier.runAction({
  app: 'projul',
  action: 'add_message',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Projul Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Projul

Projul is an all-in-one construction management software providing task management, estimating, invoicing, CRM and more, to efficiently manage your business.

HelpHelp

Related categories

Project Management

Projul Integrations

Put Projul to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Add new HubSpot contacts as Projul leads

Create new Projul leads from new Gravity Forms submissions

Create new Projul leads from new Google Sheets rows

Create new Projul leads from new Unbounce form submissions

Create new leads in Projul from Pipedrive new leads

Create new leads in Projul when pipeline stages change in LeadConnector

Add new HubSpot contacts as Projul leads

Create new Projul leads from new Gravity Forms submissions

Create new Projul leads from new Google Sheets rows

Create new Projul leads from new Unbounce form submissions

Create new leads in Projul from Pipedrive new leads

Create new leads in Projul when pipeline stages change in LeadConnector

Create new Projul leads from new Facebook Lead Ads leads

Create new Projul leads from new Squarespace Forms submissions

Create new leads in Projul from new lead form entries in Google Ads

Create new Projul leads from labeled Gmail emails

Create new Projul leads from new Google Forms responses

Create new Projul leads from new matching Gmail emails

Create new Projul leads from new Facebook Lead Ads leads

Create new Projul leads from new Squarespace Forms submissions

Create new leads in Projul from new lead form entries in Google Ads

Create new Projul leads from labeled Gmail emails

Create new Projul leads from new Google Forms responses

Create new Projul leads from new matching Gmail emails

Let your AI safely access Projul

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Projul Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Projul Integrations

Popular Projul Integrations

Connect Your App Accounts to Zapier