Projetly Integrations

Name: Zapier
Availability: InStock

Put Projetly to work with AI and enterprise-grade automation

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

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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

Pipedrive

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

ActiveCampaign

Marketing Automation

Freshsales Suite

CRM (Customer Relationship Management)

Zoho CRM

CRM (Customer Relationship Management), Zoho

SugarAI

CRM (Customer Relationship Management)

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management), Microsoft

Salesforce

CRM (Customer Relationship Management)

SAP S/4HANA

CRM (Customer Relationship Management)

Pipedrive

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

ActiveCampaign

Marketing Automation

Freshsales Suite

CRM (Customer Relationship Management)

Zoho CRM

CRM (Customer Relationship Management), Zoho

SugarAI

CRM (Customer Relationship Management)

Pipedrive

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

ActiveCampaign

Marketing Automation

Freshsales Suite

CRM (Customer Relationship Management)

Zoho CRM

CRM (Customer Relationship Management), Zoho

SugarAI

CRM (Customer Relationship Management)

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management), Microsoft

Salesforce

CRM (Customer Relationship Management)

SAP S/4HANA

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 Projetly contacts from new SugarAI records
Premium
Details
Try it
SugarAI + Projetly
Create SugarAI records from new or updated Projetly tasks
Premium
Details
Try it
Projetly + SugarAI
Create SAP S/4HANA business partners from new Projetly companies
Premium
Details
Try it
Projetly + SAP S/4HANA
Create Projetly companies from new SAP S/4HANA business partners
Premium
Details
Try it
SAP S/4HANA + Projetly
Create SAP S/4HANA business partners from new Projetly contacts
Premium
Details
Try it
Projetly + Formatter by Zapier + SAP S/4HANA
Create Projetly deals from new SAP S/4HANA sales orders
Premium
Details
Try it
SAP S/4HANA + Projetly

Create Projetly contacts from new SugarAI records

Details

Try it

SugarAI + Projetly

Create SugarAI records from new or updated Projetly tasks

Details

Try it

Projetly + SugarAI

Create SAP S/4HANA business partners from new Projetly companies

Details

Try it

Projetly + SAP S/4HANA

Create Projetly companies from new SAP S/4HANA business partners

Details

Try it

SAP S/4HANA + Projetly

Create SAP S/4HANA business partners from new Projetly contacts

Details

Try it

Projetly + Formatter by Zapier + SAP S/4HANA

Create Projetly deals from new SAP S/4HANA sales orders

Details

Try it

SAP S/4HANA + Projetly

Create Projetly projects from new SAP S/4HANA sales orders

Details

Try it

SAP S/4HANA + Projetly

Create Projetly projects from new SAP S/4HANA sales orders
Premium
Details
Try it
SAP S/4HANA + Projetly

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 Company Created
Triggers when a new company is created.
Trigger
Instant
Try It
New Contact Created
Triggers when a new contact is created.
Trigger
Instant
Try It
New Deal Created
Triggers when a new deal is created.
Trigger
Instant
Try It
New Project Created
Triggers when a new project is created in Projetly.
Trigger
Instant
Try It
- Project
Trigger
Instant
Try It

- Company Id
- Contact Owner
  Required
- Owner Email (optional)
- Owner Name (optional)
- Select Default Contact Status Pipeline
- Work Email (Primary)
  Required
- Phone (Primary)
- First Name
  Required
- Last Name
- Job Title
- Professional Network URL
- Social Media URL
- Social Contact Number
- Secondary Email
- Secondary Phones
- Department
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Internal Notes
- Preferred Language
- Campaign
- Number of Custom Fields
Action
Write
- Company Id
  Required
- Owner Id
  Required
- Owner Email (optional)
- Owner Name (optional)
- Customer / Contact Id
  Required
- Project Type
  Required
- Select Project Template
  Required
- Account: Account Name
  Required
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Project Name
  Required
- Start Date
- Due Date
- Is ARR (Annual Recurring Revenue)
- Project Fee
- Show Forecasted Date
Action
Write

- Select Company to Update
  Required
- Company Owner
- Owner Email (optional)
- Owner Name (optional)
- Select Default Lead Status Pipeline
- Company Name
- Domain / Website
- Professional Network URL
- Social Media URL
- Description
- Parent Company Id
- Estimated ARR
- Employee Range
- Operating Regions
- Category
- Enter Vertical / Industry
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
Action
Write
- Select Deal to Update
  Required
- Account / Company Id
- Customer / Contact Id
- Default Owner Id
- Owner Email (optional)
- Owner Name (optional)
- Account: Account Name
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Deal: Name
- Deal: Pipeline
- Deal: Stage / Milestone
- Select Default Deal Room Template
- Deal: Start Date
- Deal: Due Date
- Expected Deal Value
- Billing Model
Action
Write
- Select Project
  Required
- Task Title
- Task Description
- Due Date
- Checklist Items
- Tags
Action
Write
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
Action
Search
- Due
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
Action
Search
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Company Owner
  Required
- Owner Email (optional)
- Owner Name (optional)
- Select Default Lead Status Pipeline
  Required
- Company Name
  Required
- Domain / Website
- Professional Network URL
- Social Media URL
- Description
- Parent Company Id
- Estimated ARR
- Employee Range
- Operating Regions
- Category
- Enter Vertical / Industry
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Number of Custom Fields
Action
Search or write
- Due
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Account / Company Id
  Required
- Customer / Contact Id
  Required
- Default Owner Id
  Required
- Owner Email (optional)
- Owner Name (optional)
- Account: Account Name
  Required
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Deal: Name
  Required
- Deal: Pipeline
  Required
- Deal: Stage / Milestone
  Required
- Select Default Deal Room Template
  Required
- Deal: Start Date
- Deal: Due Date
- Expected Deal Value
- Billing Model
Action
Search or write
- Select Project
  Required
- Due
- Search Property 1
- Condition 1
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Due Date Condition
- Due Date
- Task Title
  Required
- Task Description
- Checklist Items
- Tags
Action
Search or write

Existing Company Updated
Triggers when an existing company is updated.
Trigger
Instant
Try It
Existing Contact Updated
Triggers when an existing contact is updated.
Trigger
Instant
Try It
Existing Deal Updated
Triggers when an existing deal is updated.
Trigger
Instant
Try It
Existing Project Updated
Triggers when an existing project is updated.
Trigger
Instant
Try It
- Company Owner
  Required
- Owner Email (optional)
- Owner Name (optional)
- Select Default Lead Status Pipeline
  Required
- Company Name
  Required
- Domain / Website
- Professional Network URL
- Social Media URL
- Description
- Parent Company Id
- Estimated ARR
- Employee Range
- Operating Regions
- Category
- Enter Vertical / Industry
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Number of Custom Fields
Action
Write
- Account / Company Id
  Required
- Customer / Contact Id
  Required
- Default Owner Id
  Required
- Owner Email (optional)
- Owner Name (optional)
- Account: Account Name
  Required
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Deal: Name
  Required
- Deal: Pipeline
  Required
- Deal: Stage / Milestone
  Required
- Select Default Deal Room Template
  Required
- Deal: Start Date
- Deal: Due Date
- Expected Deal Value
- Billing Model
Action
Write
- Select Project
  Required
- Task Title
  Required
- Task Description
- Due Date
- Checklist Items
- Tags
Action
Write
- Select Contact to Update
  Required
- Select Company
- Contact Owner
- Owner Email (optional)
- Owner Name (optional)
- Select Default Contact Status Pipeline
- Work Email (Primary)
- Phone (Primary)
- First Name
- Last Name
- Job Title
- Professional Network URL
- Social Media URL
- Social Contact Number
- Secondary Email
- Secondary Phones
- Department
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Internal Notes
- Preferred Language
- Campaign
Action
Write
- Select Project to Update
  Required
- Company Id
- Owner Id
- Owner Email (optional)
- Owner Name (optional)
- Customer / Contact Id
- Project Type
- Select Project Template
- Account: Account Name
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Project Name
- Start Date
- Due Date
- Is ARR (Annual Recurring Revenue)
- Project Fee
- Show Forecasted Date
Action
Write
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
Action
Search
- Due
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
Action
Search
- Select Project
  Required
- Due
- Search Property 1
- Condition 1
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Due Date Condition
- Due Date
Action
Search
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Company Id
- Contact Owner
  Required
- Owner Email (optional)
- Owner Name (optional)
- Select Default Contact Status Pipeline
- Work Email (Primary)
  Required
- Phone (Primary)
- First Name
  Required
- Last Name
- Job Title
- Professional Network URL
- Social Media URL
- Social Contact Number
- Secondary Email
- Secondary Phones
- Department
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Internal Notes
- Preferred Language
- Campaign
- Number of Custom Fields
Action
Search or write
- Due
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Company Id
  Required
- Owner Id
  Required
- Owner Email (optional)
- Owner Name (optional)
- Customer / Contact Id
  Required
- Project Type
  Required
- Select Project Template
  Required
- Account: Account Name
  Required
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Project Name
  Required
- Start Date
- Due Date
- Is ARR (Annual Recurring Revenue)
- Project Fee
- Show Forecasted Date
Action
Search or write

For builders

Let your AI safely access Projetly

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

Create Company
Create Contact

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Projetly 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 Projetly connection @ https://zapier.com/fr/app/assets/connections

Run an action

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

const zapier = createZapierSdk();

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

await zapier.runAction({
  app: 'projetly',
  action: 'create_company',
  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.

Projetly 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 Projetly

Projetly is an AI-powered platform to streamline onboarding, manage projects, automate workflows, and collaborate with customers in digital sales rooms.

HelpHelp

Related categories

Project Management

Projetly Integrations

Put Projetly 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 Projetly contacts from new SugarAI records

Create SugarAI records from new or updated Projetly tasks

Create SAP S/4HANA business partners from new Projetly companies

Create Projetly companies from new SAP S/4HANA business partners

Create SAP S/4HANA business partners from new Projetly contacts

Create Projetly deals from new SAP S/4HANA sales orders

Create Projetly contacts from new SugarAI records

Create SugarAI records from new or updated Projetly tasks

Create SAP S/4HANA business partners from new Projetly companies

Create Projetly companies from new SAP S/4HANA business partners

Create SAP S/4HANA business partners from new Projetly contacts

Create Projetly deals from new SAP S/4HANA sales orders

Create Projetly projects from new SAP S/4HANA sales orders

Create Projetly projects from new SAP S/4HANA sales orders

Supported triggers and actions

Let your AI safely access Projetly

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Projetly 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 Projetly Integrations

Popular Projetly Integrations

Projetly Integrations

Put Projetly 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 Projetly contacts from new SugarAI records

Create SugarAI records from new or updated Projetly tasks

Create SAP S/4HANA business partners from new Projetly companies

Create Projetly companies from new SAP S/4HANA business partners

Create SAP S/4HANA business partners from new Projetly contacts

Create Projetly deals from new SAP S/4HANA sales orders

Create Projetly contacts from new SugarAI records

Create SugarAI records from new or updated Projetly tasks

Create SAP S/4HANA business partners from new Projetly companies

Create Projetly companies from new SAP S/4HANA business partners

Create SAP S/4HANA business partners from new Projetly contacts

Create Projetly deals from new SAP S/4HANA sales orders

Create Projetly projects from new SAP S/4HANA sales orders

Create Projetly projects from new SAP S/4HANA sales orders

Let your AI safely access Projetly

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Projetly 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 Projetly Integrations

Popular Projetly Integrations

Connect Your App Accounts to Zapier