Projectworks Integrations

Name: Zapier
Availability: InStock

Put Projectworks to work with AI and enterprise-grade automation

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

Start free with email

Continue with Google

Start free with email

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

Salesforce

CRM (Customer Relationship Management)

Microsoft Outlook

Calendar, Email, Microsoft

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

SQL Server

Databases

Xero

Accounting

monday.com

Project Management

Bigin by Zoho CRM

CRM (Customer Relationship Management), Zoho

Factorial

HR Talent & Recruitment

Salesforce

CRM (Customer Relationship Management)

Microsoft Outlook

Calendar, Email, Microsoft

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

SQL Server

Databases

Xero

Accounting

Salesforce

CRM (Customer Relationship Management)

Microsoft Outlook

Calendar, Email, Microsoft

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

SQL Server

Databases

Xero

Accounting

monday.com

Project Management

Bigin by Zoho CRM

CRM (Customer Relationship Management), Zoho

Factorial

HR Talent & Recruitment

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

Create new boards in monday.com from updated projects in Projectworks
Details
Try it
Projectworks + monday.com
Send emails in Gmail when new budgets are retrieved in Projectworks
Details
Try it
Projectworks + Gmail
Create draft emails in Microsoft Office 365 from new users in Projectworks
Details
Try it
Projectworks + Microsoft Office 365
Get new projects in Projectworks and send chat messages in Microsoft Teams
Details
Try it
Projectworks + Microsoft Teams
Get new Projectworks projects and send emails through Gmail
Details
Try it
Projectworks + Gmail
Create budgets in Projectworks from newly created or updated line items in HubSpot
Details
Try it
HubSpot + Projectworks

Create new boards in monday.com from updated projects in Projectworks

Details

Try it

Projectworks + monday.com

Send emails in Gmail when new budgets are retrieved in Projectworks

Details

Try it

Projectworks + Gmail

Create draft emails in Microsoft Office 365 from new users in Projectworks

Details

Try it

Projectworks + Microsoft Office 365

Get new projects in Projectworks and send chat messages in Microsoft Teams

Details

Try it

Projectworks + Microsoft Teams

Get new Projectworks projects and send emails through Gmail

Details

Try it

Projectworks + Gmail

Create budgets in Projectworks from newly created or updated line items in HubSpot

Details

Try it

HubSpot + Projectworks

Create new items in monday.com for every project obtained from Projectworks

Details

Try it

Projectworks + monday.com

Instantly add new Projectworks projects to a Smartsheet by creating a row for each in real time

Details

Try it

Projectworks + Smartsheet

Create spreadsheets in Microsoft Excel for new timesheet entries in Projectworks

Details

Try it

Projectworks + Microsoft Excel

Send emails in Microsoft Outlook for new leave requests in Projectworks

Details

Try it

Projectworks + Microsoft Outlook

Create new items in monday.com for every project obtained from Projectworks
Details
Try it
Projectworks + monday.com
Instantly add new Projectworks projects to a Smartsheet by creating a row for each in real time
Details
Try it
Projectworks + Smartsheet
Create spreadsheets in Microsoft Excel for new timesheet entries in Projectworks
Details
Try it
Projectworks + Microsoft Excel
Send emails in Microsoft Outlook for new leave requests in Projectworks
Details
Try it
Projectworks + Microsoft Outlook

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.

- projectID
Trigger
Polling
Try It
Get Custom Fields
Triggers when a user requests a list of Custom Fields
Trigger
Polling
Try It
Get Offices
Triggers when a user requests a list of offices.
Trigger
Polling
Try It
- moduleID
Trigger
Polling
Try It
Get Users
Triggers when a user requests a list of users.
Trigger
Polling
Try It

- UserID
  Required
- TaskID
  Required
- Hours
- IsActive
  Required
Action
Write
- ClientName
  Required
- AccountManagerID
  Required
- OfficeID
  Required
- ExternalReference
- IsActive
- CurrencyID
  Required
Action
Write

- ProjectName
  Required
- OfficeID
  Required
- ClientID
  Required
- ProjectTypeID
  Required
- ProjectStatusID
  Required
- CurrencyID
  Required
- ProjectManagerID
  Required
- AccountManagerID
  Required
- TaskSelfServiceModeID
  Required
- ExternalReference
Action
Write
- UserID
  Required
- TaskID
  Required
- Date
  Required
- Minutes
  Required
- Comment
Action
Write
- moduleID
  Required
- ModuleName
- glcodeID
- IsActive
- Budget
- ExternalReference
Action
Write
- EntityID
  Required
- EntityTypeID
  Required
- FieldID
  Required
- Value
  Required
Action
Write
- taskID
  Required
- TaskName
- StatusID
- PercentComplete
- ExternalReference
Action
Write
- name
- externalReference
Action
Search
- entityTypeID
  Required
- label
  Required
Action
Search
- externalReference
  Required
Action
Search
- name
- externalReference
- projectNumber
Action
Search
- email
- name
- externalReference
Action
Search

Get Clients
Triggers when a user requests a list of clients.
Trigger
Polling
Try It
Get Leave Statuses
Triggers when a user requests a list of leave statuses.
Trigger
Polling
Try It
- clientID
Trigger
Polling
Try It
- iD
- userID
- taskID
- date
- userExternalReference
- taskExternalReference
Trigger
Polling
Try It
- StatusID
  Required
Trigger
Polling
Try It
- ProjectID
  Required
- ModuleName
  Required
- Budget
  Required
- IsServices
  Required
- GLCodeID
  Required
- IsActive
- ExternalReference
Action
Write
- UserID
  Required
- StatusID
  Required
- Date
  Required
- TypeID
  Required
- Hours
  Required
Action
Write
- moduleID
  Required
- TaskName
  Required
- TaskTypeID
  Required
- StartDate
- EndDate
- IsOnTimesheet
- StatusID
- PercentComplete
- ExternalReference
- EnforceTimesheetDates
- IsScheduled
Action
Write
- ProjectID
  Required
- Date
  Required
- ResourceTypeID
  Required
- UserID
  Required
- IsPenciled
  Required
- Hours
  Required
- Comment
- ModeID
  Required
Action
Write
- clientID
  Required
- ClientName
- AccountManagerID
- OfficeID
- ExternalReference
- IsActive
Action
Write
- projectID
  Required
- ProjectName
- ProjectStatusID
- ProjectManagerID
- AccountManagerID
- ExternalReference
Action
Write
- ID
  Required
- IsReviewed
- Minutes
- Comment
Action
Write
- name
- code
Action
Search
- code
- description
Action
Search
- name
- externalReference
Action
Search
- externalReference
  Required
Action
Search

Projectworks 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 Projectworks

Projectworks is a professional services automation software that connects time and expense tracking, resource management, invoicing, and financial reporting.

HelpHelp

Related categories

Project Management

Projectworks Integrations

Put Projectworks 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

Launch your first automated workflow

Create new boards in monday.com from updated projects in Projectworks

Send emails in Gmail when new budgets are retrieved in Projectworks

Create draft emails in Microsoft Office 365 from new users in Projectworks

Get new projects in Projectworks and send chat messages in Microsoft Teams

Get new Projectworks projects and send emails through Gmail

Create budgets in Projectworks from newly created or updated line items in HubSpot

Create new boards in monday.com from updated projects in Projectworks

Send emails in Gmail when new budgets are retrieved in Projectworks

Create draft emails in Microsoft Office 365 from new users in Projectworks

Get new projects in Projectworks and send chat messages in Microsoft Teams

Get new Projectworks projects and send emails through Gmail

Create budgets in Projectworks from newly created or updated line items in HubSpot

Create new items in monday.com for every project obtained from Projectworks

Instantly add new Projectworks projects to a Smartsheet by creating a row for each in real time

Create spreadsheets in Microsoft Excel for new timesheet entries in Projectworks

Send emails in Microsoft Outlook for new leave requests in Projectworks

Create new items in monday.com for every project obtained from Projectworks

Instantly add new Projectworks projects to a Smartsheet by creating a row for each in real time

Create spreadsheets in Microsoft Excel for new timesheet entries in Projectworks

Send emails in Microsoft Outlook for new leave requests in Projectworks

Supported triggers and actions

Projectworks 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

Popular Projectworks Integrations

Popular Projectworks Integrations

Projectworks Integrations

Put Projectworks 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

Create new boards in monday.com from updated projects in Projectworks

Send emails in Gmail when new budgets are retrieved in Projectworks

Create draft emails in Microsoft Office 365 from new users in Projectworks

Get new projects in Projectworks and send chat messages in Microsoft Teams

Get new Projectworks projects and send emails through Gmail

Create budgets in Projectworks from newly created or updated line items in HubSpot

Create new boards in monday.com from updated projects in Projectworks

Send emails in Gmail when new budgets are retrieved in Projectworks

Create draft emails in Microsoft Office 365 from new users in Projectworks

Get new projects in Projectworks and send chat messages in Microsoft Teams

Get new Projectworks projects and send emails through Gmail

Create budgets in Projectworks from newly created or updated line items in HubSpot

Create new items in monday.com for every project obtained from Projectworks

Instantly add new Projectworks projects to a Smartsheet by creating a row for each in real time

Create spreadsheets in Microsoft Excel for new timesheet entries in Projectworks

Send emails in Microsoft Outlook for new leave requests in Projectworks

Create new items in monday.com for every project obtained from Projectworks

Instantly add new Projectworks projects to a Smartsheet by creating a row for each in real time

Create spreadsheets in Microsoft Excel for new timesheet entries in Projectworks

Send emails in Microsoft Outlook for new leave requests in Projectworks

Projectworks Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}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

Popular Projectworks Integrations

Popular Projectworks Integrations

Connect Your App Accounts to Zapier