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)

HubSpot

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

Pipedrive

CRM (Customer Relationship Management)

ClickUp

Project Management

Xero

Accounting

monday.com

Project Management

Factorial

HR Talent & Recruitment

Tracker

CRM (Customer Relationship Management)

Salesforce

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

Pipedrive

CRM (Customer Relationship Management)

ClickUp

Project Management

Xero

Accounting

Salesforce

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

Pipedrive

CRM (Customer Relationship Management)

ClickUp

Project Management

Xero

Accounting

monday.com

Project Management

Factorial

HR Talent & Recruitment

Tracker

CRM (Customer Relationship Management)

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 budgets in Projectworks from newly created or updated line items in HubSpot
Details
Try it
HubSpot + Projectworks

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

Details

Try it

HubSpot + Projectworks

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
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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

For builders

Let your AI safely access Projectworks

Go beyond Zap workflows. Install Zapier in your AI to call Projectworks 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 Projectworks 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

Assign Timecode
Create Budget

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Projectworks 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 Projectworks connection @ https://zapier.com/es/app/assets/connections

Run an action

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

const zapier = createZapierSdk();

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

await zapier.runAction({
  app: 'projectworks',
  action: 'assign_timecode',
  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.

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

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

Supported triggers and actions

Let your AI safely access Projectworks

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

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

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

Let your AI safely access Projectworks

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

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