Workzone Integrations
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Add new Workzone projects as new Evernote notes
Capture important project details from Workzone in an Evernote note. With this integration, new projects added in Workzone will automatically be added as Evernote notes within a notebook. You can create a hub where your team can continue recording project details.
How this Workzone-Evernote integration works
- A new project is added to Workzone
- Zapier creates a note in Evernote
Apps involved
- Workzone
- Evernote
Add new Workzone projects as new Trello cards
Enable your team to easily prioritize open projects by adding new Workzone projects as Trello cards with this integration. This will increase your organization's collaboration and productivity across your teams.
Note: If you’d like to only add projects with a specific project status to a Trello board, add a Filter step to this integration.
How this Workzone-Trello integration works
- A new project is added to Workzone
- Zapier creates a card in Trello
Apps involved
- Workzone
- Trello
Add new Workzone projects as new HubSpot CRM deals
Make it easy for your sales team to do marketing outreach by tracking your Workzone projects as deals in HubSpot CRM. This integration will automatically add new Workzone projects as new HubSpot CRM deals. Now you can track email conversations and other valuable data while being connected to the original project.
Note: If you’d like to assign a contact to the HubSpot deal, try adding a Search step to this integration that finds a contact in HubSpot by the responsible name in Workzone.
How this Workzone-HubSpot CRM integration works
- A new projected is added to Workzone
- Zapier creates a deal in HubSpot CRM
Apps involved
- Workzone
- HubSpot CRM
Add new Workzone projects as new Airtable records
Keep track of your projects in a modern database like Airtable with this Zapier integration. This integration will automatically add new Workzone projects as new Airtable records to assist your team with project organization and management.
Note: If you’d like to only add projects with a specific project status to Airtable add a Filter step to this integration.
How this Workzone-Airtable integration works
- A new project is created in Workzone
- Zapier creates a new record in Airtable
Apps involved
- Workzone
- Airtable
Notify people about new Workzone projects with Slack channel messages
Increase visibility by notifying your team when a new project is added in Workzone. This Zapier automation allows you to send a message to your team so they can get started working on new projects!
How this Workzone-Slack integration works
- A new project is added to Workzone
- Zapier sends a channel message to Slack
Apps involved
- Workzone
- Slack
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Workzone Integration Details
Launched on Zapier October 4, 2018
Zapier combines Triggers (like "New Task") and Actions (like "Create Project") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Workzone Triggers, Searches, and Actions are supported by Zapier:
Triggers when a new task is created.
Triggers when a new project is added.
Triggers when a new time entry is added to a project.
Creates a project.
Creates a task.
Updates a task status.
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