ProWorkflow Integrations

  • Post Slack channel messages for newly completed tasks in ProWorkflow

    Whenever a task is finished, it's time to move on to the next one—reporting can be a waste of your valuable time. Set up this integration, and we'll take care of everything. It will fire off whenever someone completes a task in ProWorkflow, posting all of its details to a channel on Slack so everyone on the team can stay updated and efficient.

    Note: This Zapier integration doesn't notify of already completed Tasks - just those that occur after this workflow is turned on.

    How this ProWorkflow-Slack integration works

    1. A task is completed in ProWorkflow
    2. Zapier sends a message to a specified Slack Channel including the Project Task Title and Task Title.

    Apps involved

    • ProWorkflow
    • Slack
  • Send new ProWorkflow contacts to Google Contacts

    Need to get those ProWorkflow people on Google Contacts as well? This ProWorkflow Google Contacts integration between them should do nicely, capturing all the information from every new contact on ProWorkflow and using it to create a new Google Contact automatically and reliably.

    How It Works

    1. A new contact is added to ProWorkflow
    2. Zapier automatically creates a contact on Google Contacts

    What You Need

    • ProWorkflow account
    • Google Contacts account
  • Create folders on Google Drive for new projects on ProWorkflow

    Getting ready to start a new project on ProWorkflow? Use this ProWorkflow Google Drive integration to set up your file storage automatically, adding a new folder on Google Drive for every new project created on ProWorkflow after it's active.

    How It Works

    1. A new project is added to ProWorkflow
    2. Zapier automatically adds a new folder to Google Drive

    What You Need

    • ProWorkflow account
    • Google Drive account
  • Add tasks on ProWorkflow from new received emails

    If you're often using email as the source of new task data on ProWorkflow, consider automating the process by setting up a custom email address to trigger this Zap, using the information from any email it receives to create a new task on ProWorkflow automatically.

    Note: this integration uses Zapier's native email service. If you want to use your existing email account to add tasks, try Zaps with email apps such as Gmail, Mailgun, SMTP or Mandrill.

    How It Works

    1. A new email is received
    2. Zapier automatically creates a task on ProWorkflow

    What You Need

    • ProWorkflow account
  • Create projects in ProWorkflow from ProdPad

    Ready for your team to start working on you ideas? Send your user stories directly into ProWorkflow from ProdPad using one simple automation.

    How It Works

    1. You create a new user story in ProdPad
    2. Zapier creates new project in ProWorkflow

    What You Need

    • ProWorkflow account
    • ProdPad account
  • Add or update contacts on Infusionsoft for new ones on ProWorkflow

    Want to make sure you can always access all your contacts on Infusionsoft? Use this ProWorkflow Infusionsoft integration to connect it to ProWorkflow and we'll track every update and new entry, triggering for each new contact on ProWorkflow. A new contact will then be created on Infusionsoft or, if a match is found, it will be updated with the latest details every time.

    How It Works

    1. A new contact is added to ProWorkflow
    2. Zapier automatically adds or updates a new contact on Infusionsoft

    What You Need

    • ProWorkflow account
    • Infusionsoft account
  • Add new projects to ProWorkflow for new entries on Wufoo

    Using your Wufoo forms to kick off projects? Activate this Wufoo ProWorkflow integration and we'll take care of that for you, watching for every new entry on Wufoo and creating a new project on ProWorkflow in response.

    How It Works

    1. A new entry is received on Wufoo
    2. Zapier automatically adds a project to ProWorkflow

    What You Need

    • Wufoo account
    • ProWorkflow account
  • Add new projects to ProWorkflow for new emails received on Gmail

    Want to make starting a new project on ProWorkflow as easy as emailing it in? This Gmail ProWorkflow integration will do that for you, using the information from every new email you receive on Gmail to add a new project to ProWorkflow automatically.

    How It Works

    1. A new email is received on Gmail
    2. Zapier automatically creates a ProWorkflow project

    What You Need

    • Gmail account
    • ProWorkflow account
  • Create ProWorkflow projects for new submissions on Gravity Forms

    Want to have your projects on ProWorkflow kick off as soon as the information comes in through Gravity Forms? Set up this Gravity Forms ProWorkflow integration and we'll make sure of it, sending the details from every new submission you receive on Gravity Forms to ProWorkflow so a new project can be created automatically.

    How It Works

    1. A new submission is received on Gravity Forms
    2. Zapier automatically creates a project on ProWorkflow

    What You Need

    • Gravity Forms account
    • ProWorkflow account
  • Create ProWorkflow projects for new Formstack submissions

    Waiting on information from Formstack to start up those ProWorkflow projects? No need to check all the time and do it yourself—we can handle everything once you set up this Formstack ProWorkflow integration. It will trigger whenever a new submission is received on Formstack, automatically creating a project request on ProWorkflow so your pipeline never slows down.

    How It Works

    1. A new Formstack submission is received
    2. Zapier automatically adds a project request on ProWorkflow

    What You Need

    • Formstack account
    • ProWorkflow account
  • Create Proworkflow task from parsed emails

    Tired of copying information for your work on ProWorkflow out of your emails? Work smarter with intelligent, automated behavior courtesy of Zapier's email parser. This Zap will trigger whenever your parser mailbox receives an email, using the extracted information to create a general task on ProWorkflow automatically for you so you don't have to.

    Note: This is an advanced Zapier function that relies on previously set up Parser mailboxes. You can sign up for Parser and learn more about how it works on the Parser homepage.

    How It Works

    1. A new email is parsed by Zapier
    2. Zapier automatically adds a general task on ProWorkflow

    What You Need

    • Email Parser by Zapier account
    • ProWorkflow account
  • Get a scheduled digest of new ProWorkflow projects via Gmail

    You've created a project in ProWorkflow, you're a busy person - so you don't have time to make a note of each new project to send to yourself or others in a summary email each day, week or month. If you set up this integration, you can save the valuable time and effort involved in sending summaries of work which you have started: Whenever you add a new project on ProWorkflow, the information will be added to a summary using Digest by Zapier. This will keep accumulating new projects until your indicated release time is reached, at which point an email will be sent out via Gmail with all the projects created during that period. You and the people that you choose to notify will be kept regularly and consistently up to date on the new Projects added to your account.

    Note: This workflow is set to send out an email at 4 pm on Fridays with the latest projects for that week, but your Digest settings can be customized following these instructions.

    How this ProWorkflow-Gmail integration works

    1. A new project is created in ProWorkflow
    2. Zapier's Digest app stores a running log of those new Projects
    3. At the interval that you specify, your digest is sent via Gmail

    Apps involved

    • ProWorkflow
    • Digest by Zapier
    • Gmail
  • Get a scheduled digest of completed ProWorkflow tasks via Gmail

    Tired of getting notifications for every action item your team knocks through, when all you need is a convenient and regular report? Set it all up automatically with this Zapier automation. Set it up, and we'll capture every new task that gets completed on ProWorkflow. The information will be appended to a summary using Digest by Zapier, which will keep growing until your scheduled release time. At this point, we'll send out an email via Gmail to any addresses you specify, containing all the tasks that were completed since the Digest was last release—and then will start adding further tasks to a new report so you never have to wonder what's been accomplished by the team.

    Note: This workflow is set to send out an email at 4 pm on Fridays with the latest tasks for that week, but your Digest settings can be customized following these instructions.

    How this ProWorkflow-Gmail integration works

    1. A new task is completed in ProWorkflow
    2. Zapier adds the task to the log maintained via Digest by Zapier
    3. Zapier sends out an email via your Gmail account at your scheduled release time, containing all the tasks since the last release, and starts a fresh summary for the next time period.

    Apps involved

    • ProWorkflow
    • Digest by Zapier
    • Gmail
  • Add new rows on Google Sheets for completed projects on ProWorkflow

    Want to keep a perfect record of your past projects on ProWorkflow? Let us take care of that kind of job so you can use your time more fruitfully. This ProWorkflow Google Sheets integration will trigger for every project you complete on ProWorkflow, automatically using the information to add a new row to Google Sheets each time.

    How It Works

    1. A new ProWorkflow project is completed
    2. Zapier automatically adds a new row to Google Sheets

    What You Need

    • ProWorkflow account
    • Google Sheets account
  • Add new ProWorkflow contacts to Google Contacts

    Want to keep all of your ProWorkflow on your phone and in Gmail? This Zapier workflow can help. Set up this Zap, then whenever you add a new contact to ProWorkflow, Zapier will automatically copy their information and make a new contact in Google Contacts. It's a simple way to keep all of your contacts in both of your contact apps.

    Note: This Zapier integration doesn't import already created ProWorkflow contacts, only new contacts after you've set it up.

    How this ProWorkflow-Google Contacts integration works

    1. A new contact is created in ProWorkflow
    2. Zapier creates a contact in Google Calendar with the information that you entered in ProWorkflow.

    Apps involved

    • ProWorkflow
    • Google Contacts
  • Add new Dropbox files to ProWorkflow

    Looking for an easy to have secondary backups for your files on ProWorkflow? Set up this ProWorkflow Dropbox integration and we'll keep them all safe and sound on Dropbox for you. It will trigger with every new file you add on ProWorkflow, automatically adding it to Dropbox according to your settings.

    How It Works

    1. A new file is added on ProWorkflow
    2. Zapier automatically adds a new files on Dropbox

    What You Need

    • ProWorkflow account
    • Dropbox account

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ProWorkflow Integration Details

Launched on Zapier March 10, 2015

Zapier combines Triggers (like "New Time") and Actions (like "Add Company") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

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

Add Company

Add a Company to ProWorkflow.

Add Time

Add a Time in ProWorkflow.

Add Project

Add a Project to ProWorkflow.

Add Invoice Line Item

Add an Invoice Line Item in ProWorkflow.

Delete Bookmark

Deletes an existing Bookmark.

Update Message

Edit a Message in ProWorkflow.

Remove Project Request

Decline a Project Request in ProWorkflow.

Delete Task

Delete a Task in ProWorkflow.

Add Contractor to Project

Adds a Contractor to a Project.

Add Project Shared Note

Adds a Shared note to a Project.

Accept Project Request

Approve a Project Request in ProWorkflow.

Delete Contact

Delete a Contact in ProWorkflow.

Add Expense

Adds an expense to ProWorkflow.

Make Project Active

Reactivate a Project in ProWorkflow.

Edit Tag

Edit an existing tag on your account.

Delete Project Request

Delete a Project Request in ProWorkflow.

Add Contact to Task

Add a Contact who has already been assigned to a Project, to a Task.

Delete Message

Delete a Message in ProWorkflow.

Add General Task

Add a General Task in ProWorkflow.

Update Task

Edit a Task in ProWorkflow.

Add Tag to Contact

Add an existing tag to a ProWorkflow Contact.

Add Quote Line Item

Add a Quote Line Item in ProWorkflow.

Update Invoice

Edit an Invoice in ProWorkflow.

Update Bookmark

Edits an existing Bookmark.

Delete Quote

Delete a Quote in ProWorkflow.

Add Bookmark

This action adds a single Bookmark.

Delete Time

Delete a Time Record in ProWorkflow.

Update Contact

Edit a Contact in ProWorkflow.

Update Project

Edit a Project in ProWorkflow.

Add Contact

Add a Contact to ProWorkflow.

Update Company

Edit a Company in ProWorkflow.

Delete File

Delete a File in ProWorkflow.

Finish Timer

Stop a Timer in ProWorkflow.

Add Staff to Project

Adds staff to a Project.

Add File

Add a File to ProWorkflow.

Add Quote

Add a Quote in ProWorkflow.

Update Time

Edit a Time in ProWorkflow.

Add Project Request

Add a Project Request to ProWorkflow.

Create Timer

Start a Timer in ProWorkflow.

Delete Company

Delete a Company in ProWorkflow.

Add Client to Project

Adds a Client to a Project.

Complete Task

Complete a Task in ProWorkflow.

Delete Invoice

Delete an Invoice in ProWorkflow.

Add Project Task

Add a Project Task in ProWorkflow.

Delete Tag

Removes a tag from your account.

Update Contact Location

Edit a Contact Location in ProWorkflow.

Remove Tag From Contact

Removes an existing tag from a ProWorkflow Contact.

Make Task Active

Reactivate a Task in ProWorkflow.

Update Quote

Edit a Quote in ProWorkflow.

Add Tag

Adds a tag to your account.

Update Project Request

Edit a Project Request in ProWorkflow.

Complete Project

Complete a Project in ProWorkflow.

Add Message

This adds a single message. A new discussion can be started by using the Project Id or Task Id field, a reply can be added by using the Original Message Id field. One of these is required.

Add Invoice

Add an Invoice in ProWorkflow.

Delete Project

Delete a Project in ProWorkflow.

New Time

Triggered when a Time is added to ProWorkflow. Please check that you have recorded at least one time record in the last 2 weeks.

New Company

Triggered when a Company is added to ProWorkflow.

New Project

Triggered when a Project is added to ProWorkflow.

Update Message

Triggered when a Message is edited in ProWorkflow.

Remove Project Request

Triggered when a Project Request is declined in ProWorkflow.

New Quote

Triggered when a Quote is added to ProWorkflow.

Update Contact Location

Triggered when a Contact Location is edited in ProWorkflow. Please update the location of the contact connected to Zapier, to test.

New Pending Contact

Triggered when a Pending Contact is added to ProWorkflow.

Make Project Active

Triggered when a Project is reactivated in ProWorkflow.

Update Shared Note

Triggered when a Shared Note is edited in ProWorkflow.

Update Task

Triggered when a Task is edited in ProWorkflow.

New Project Request

Triggered when a Project Request is added to ProWorkflow.

Update Contact

Triggered when a Contact is edited in ProWorkflow.

Update Project

Triggered when a Project is edited in ProWorkflow.

Update Company

Triggered when a Company is edited in ProWorkflow.

New File

Triggered when a File is added to ProWorkflow.

Finish Timer

Triggered when a Timer is stopped in ProWorkflow.

New Task

Triggered when a Task is added to ProWorkflow.

Update Time

Triggered when a Time is edited in ProWorkflow.

Update Quote

Triggered when a new Quote is added in ProWorkflow.

Create Timer

Triggered when a Timer is started in ProWorkflow.

New Message

Triggered when a Message is added to ProWorkflow.

Update Invoice

Triggered when an Invoice is edited in ProWorkflow.

Accept Project Request

Triggered when a Project Request is accepted in ProWorkflow.

Completed Task

Triggered when a Task is completed in ProWorkflow.

Update Project Request

Triggered when a Project Request is edited in ProWorkflow.

New Contact

Triggered when a Contact is added to ProWorkflow.

Make Task Active

Triggered when a Task is reactivated in ProWorkflow.

New Invoice

Triggers when an Invoice is added to ProWorkflow.

New Pending Company

Triggered when a Pending Company is added to ProWorkflow.

Complete Project

Triggered when a Project is completed in ProWorkflow.

Find Contact

Finds an existing contact, not limited by contact type. If you would like to find a specific contact based on type, please use "Find Client", "Find Staff" or "Find Contractor".

Find Project

Finds an existing Project.

Find Company

Finds an existing company/companies.

Find Task

Finds an existing Task.

Find Client

Finds an existing client.

Find Quote

Finds an existing Quote.

Find Message

Finds an existing Message.

Find Invoice

Finds an existing Invoice.

Find Staff

Finds an existing staff member.

Find Contractor

Finds an existing contractor.

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