Connect Workamajig and ChatGPT (OpenAI) to unlock the power of automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" from Workamajig.

Add your action

An action happens after the trigger—such as "Analyze Images" in ChatGPT (OpenAI).

You’re connected!

Zapier seamlessly connects Workamajig and ChatGPT (OpenAI), automating your workflow.

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.

New Activity
Triggers when a new activity is created.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
- Subject
  Required
- Linked Contact
- Linked Lead
- Opportunity Key
- Completed
- Private
- Activity Date
- Linked Company
- Activity Type
- Notes
Action
Write

- Active
- Comments
- Update Existing
- Company Name
  Required
- Phone
- Fax
- Website
- Address1
- Address2
- City
- State
- Postal Code
- Country
- Primary Contact
- Company Owner
- Company Type
- Source
Action
Write
- First Name
  Required
- Last Name
  Required
- Middle Name
- Salutation
- Company Name
- Phone
- Cell
- Title
- Email
- Assistant
- Assistant Phone
- Assistant Email
- Birthday
- Spouse Name
- Children
- Anniversary
- Hobbies
- Twitter Id
- LinkedIn Url
- Comments
Action
Write

- Lead Key
- First Name
- Last Name
- Company Name
- Title
- Phone
- Cell
- Email
- Birthday
- Business Address 1
- Business Address 2
- Business Address 3
- Comments
- GL Company
Action
Write
- Subject
  Required
- Competitors
- Sale Amount
- Probability
- Outside Gross Cost
- Outside Cost Percentage
- Media Gross
- Media Percentage
- Agi
- Sub Amount
- Margin
- Bid Date
- Start Date
- Estimated Close Date
- Actual Close Date
- Company Key
- Comments
- Bid
- Contact Name
- Linked Company Name
- Status
- Stage
- Opportunity Owner
- Outcome
- Outcome Comment
- GL Company
- Project Type
Action
Write
- Message
- Image
  Required
- Max Tokens
Action
Write
- Text to Be Analyzed
  Required
- Info_1
- Max Tokens
- Model
  Required
- Temperature
Action
Write
- Copy
- Moderation Model
  Required
- Text to be classified
  Required
Action
Write
- Model
  Required
- User Message
  Required
- Instructions
- Memory Key
- Images
- File_clarification
- Files
- Max Tokens
- Tools
- Response Format
- Tool Choice
- Info_2
Action
Write
- Message
  Required
- Assistant
- Assistant_name
- Assistant_instructions
- Model
- Tools
- Conversation ID
- New Files
- Existing Files
- Response Instructions
Action
Write
- Name
- New Files
- Existing Files
- Metadata
Action
Write
- Unstructured Text
  Required
- Model
  Required
- Description
  Required
- Values to Extract
  Required
Action
Write
- Info_1
- Info_2
- Model
  Required
- Prompt
  Required
- Temperature
- Maximum Length
- Stop Sequences
- Top P
- Frequency Penalty
- Presence Penalty
Action
Write
- Info_1
- Info_2
- Model
  Required
- Text
  Required
- Voice
  Required
- Response_format
- Speed
Action
Write
- File
  Required
- Purpose
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Filename To Search For
  Required
- File_purpose_to_search_for
Action
Search
- Name_to_search_for
  Required
- Model
- Name
- Description
- Instructions
- Tools
- New Files
- Existing Files
- Vector Store
- Metadata
Action
Search or write

Updated Company
Triggers when a company is updated.
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
Update Lead
This trigger gets called when a lead is updated in Workamajig
Trigger
Instant
Try It
Update Opportunity
Triggers when an opportunity is updated.
Trigger
Instant
Try It
- Email
  Required
- Group Name
- Group Key
Action
Write
- First Name
  Required
- Contact Owner
- Last Name
  Required
- Middle Name
- Salutation
- Phone
- Cell
- Title
- Email
- Company Name
- Linked Company Name
- Assistant
- Assistant Phone
- Assistant Email
- Birthday
- Children
- Spouse Name
- Anniversary
- Hobbies
- Twitter Id
- LinkedIn Url
- Comments
Action
Write
- First Name
- Last Name
- Company Name
- Title
- Phone
- Cell
- Email
- Birthday
- Business Address 1
- Business Address 2
- Business Address 3
- Comments
- GL Company
Action
Write
- Subject
  Required
- Contact Name
- Opportunity Owner
- Linked Company Name
- Status
- Stage
- Current Status
- Competitors
- Sale Amount
- Probability
- Comments
- Outside Gross Cost
- Outside Cost Percentage
- Media Gross
- Media Percentage
- Agi
- Sub Amount
- Margin
- Bid
- Bid Date
- Start Date
- Estimated Close Date
- Actual Close Date
- Company Key
- Outcome
- Outcome Comment
- GL Company
- Project Type
Action
Write
- Message
- Images
  Required
- Max Tokens
Action
Write
- Text to Be Analyzed
  Required
- Model
  Required
- Analysis Type
  Required
- Info_1
Action
Write
- User Message
  Required
- Model
  Required
- Use Latest Stable Version
- Memory Key
- User Name
- Assistant Name
- Assistant Instructions
- Max Tokens
- Temperature
- Top P
- Info_2
Action
Write
- Text to Be Classified
  Required
- Categories
  Required
- Model
  Required
- Max Tokens
- Temperature
- Top P
Action
Write
- Model
- Name
- Description
- Instructions
- Tools
- New Files
- Existing Files
- Vector Store
- Metadata
Action
Write
- File
  Required
- Prompt
- Response Format
- Language of the Audio
Action
Write
- Unstructured Text
  Required
- Model
  Required
- Description
  Required
- Values to Extract
  Required
Action
Write
- Prompt
  Required
- Model
- User
Action
Write
- Text to Be Summarized
  Required
- Model
  Required
- Max Tokens
- Temperature
- Top P
Action
Write
- File
  Required
- Prompt
- Response Format
- Temperature
Action
Write
- Recipient Name
  Required
- Recipient Email
  Required
- From Name
  Required
- Email Prompt
  Required
- Tone
  Required
- Body Type
  Required
- Info_3
- Model
  Required
- Max Tokens
- Temperature
- Top P
Action
Write
- Name_to_search_for
  Required
Action
Search
- Query
  Required
- Documents
  Required
Action
Search
- Filename To Search For
  Required
- File_purpose_to_search_for
- File
  Required
- Purpose
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Workamajig and ChatGPT (OpenAI) to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate ChatGPT (OpenAI) on the Zapier blog

Make work flow with AI

Level up your Workamajig to ChatGPT (OpenAI) integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Workamajig + ChatGPT (OpenAI) integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Workamajig and ChatGPT (OpenAI)

How do I set up Workamajig with ChatGPT through our platform?

To set up Workamajig with ChatGPT, first ensure you have accounts for both services. Then, create a workflow in Zapier, selecting Workamajig as the trigger app and ChatGPT as the action app. You will need to authorize both applications to allow data exchange.

What triggers can I use in Workamajig when integrating it with ChatGPT?

You can utilize various triggers such as 'New Project Created', 'Task Updated', or 'Project Status Changed'. These triggers in Workamajig can then prompt actions or responses from ChatGPT.

Can I automate task updates in Workamajig using ChatGPT responses?

Yes, you can automate task updates by setting a workflow where a specific input from ChatGPT leads to changes or updates in tasks within Workamajig.

Is it possible to create conversational prompts in ChatGPT based on Workamajig project data?

Absolutely, you can configure actions where project data fetched from Workamajig is used as a basis for generating dynamic conversation prompts within ChatGPT.

What kind of actions can be executed in ChatGPT based on triggers from Workamajig?

Actions such as sending notifications, generating reports, or drafting emails based on specific triggers like new tasks or project updates in Workamajig can be executed within ChatGPT.

How do we troubleshoot if the integration between Workamajig and ChatGPT isn't working?

Begin by checking your connection settings and ensure both applications are authorized correctly. Verify your trigger and action configurations are set up properly. If issues persist, consult our support documentation or contact customer support for further assistance.

Are there any limitations when integrating Workamajig with ChatGPT?

While the integration allows for extensive automation capabilities, there may be limitations concerning the volume of data transferred at a time and specific customization options based on your subscription plan with either service.

About Workamajig

Workamajig Creative Manager now allows you to add contacts, companies, opportunities and activities to the CRM module.

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Related categories

Project Management

About ChatGPT (OpenAI)

ChatGPT is an AI tool built by OpenAI that enables conversational automation.

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