The client name to search for, partial strings are acceptable - i.e. "Smith" will return a client called "John Smith" but you may need to deal with multiple results if your search is not specific enough.

The email to search for, partial strings are acceptable - i.e. "example" will return an email with "example@email.com" but you may need to deal with multiple results if your search is not specific enough.

The company name to search for, partial strings are acceptable - i.e. "ABC" will return a company called "ABC Ltd" but you may need to deal with multiple results if your search is not specific enough.

The contractor name to search for, partial strings are acceptable - i.e. "Smith" will return a contractor called "John Smith" but you may need to deal with multiple results if your search is not specific enough.

Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.

ProWorkflow Advanced Plan only.

Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.

The staff name to search for, partial strings are acceptable - i.e. "Smith" will return a staff member called "John Smith" but you may need to deal with multiple results if your search is not specific enough.

Search for Tasks within a certain Project.

Only used if Login access is enabled (if not specified then one will be generated if Allow Login is 'true').

Client can view all company projects (defaults to false).

Client can view all project tasks (defaults to false).

Client can view quotes and invoices (defaults to false).

Client can view time information (defaults to false).

Client can view calendar page (defaults to false).

Client can view archived projects (defaults to false).

Client can view timeline (defaults to false).

Enter the Group ID this Contact is assigned to.

Enter the Position title for this Contact.

Specific date - Date in yyyy-mm-dd format
Example: 2014-01-18

Relative date - +/-Xd/w/m/y
Example: -3w = 3 weeks ago.

The default setting is to use Autonumbering.

Autonumbering Option ID (Advanced Plan only.
Required if Advanced autonumbering is enabled and the Team of 'managerid' has more than one Autonumber option.

True/False to set whether Client can view this Project.

Complete Date, if specified then the Project will be added with a Completed status (alerts are not sent when adding Completed Projects).

True/False to set whether email alerts are sent for activity in this Project.

Group ID (Advanced Plan only, required if managerid belongs to more than 1 Group).

You can put in Contact IDs;
or type "all" here to assign all Contacts that are assigned to the Project;
or type "allstaff" to assign all Staff Contacts that are assigned to the Project;
or type "me" here to assign the person who makes this request;
or type "none" here to assign no Contacts.

Date, if specified then the Task will be added with a Completed status (alerts are not sent when adding Completed Tasks).

The ID of the project that you'd like to add the expense to.

Date of Expense.
Specific date - Date in yyyy-mm-dd format
Example: 2014-01-18
Relative date - +/-Xd/w/m/y
Examples: -3w - 3 weeks ago OR +1m - 1 month ahead.

Folder ID (Exactly 1 of Project/Task/Folder Required).

You can put in Contact IDs;
or type "all" here to assign all Staff;
or type "me" here to assign the person who make this request;
or type "none" here to assign no Contacts.

Project ID (Specify to start a new Project Discussion).

Task ID (Specify to start a new Task Discussion).

Files to attach to the Message (Files must belong to the same Project as the Message).

True or false to make the message public.

You can put in Contact IDs;
or type "all" here to assign all Contacts that are assigned to the Project;
or type "allstaff" to assign all Staff Contacts that are assign to the Project;
or type "me" here to assign the person who make this request;
or type "none" here to assign no Contacts.

This will replace all existing Invoice line items, if you do not want your existing Invoice line items to be replaced, then use the 'Add Invoice Line Item' action instead.

NOTE: You cannot remove contacts who have added a reply to the discussion.
contactid/s - Contact ID or List of Contact IDs

me - Contact making request
all - All Contacts Assigned to Project or Task.

Accounted For Status (true/false to set whether Project is accounted for).

Description - Description
Example: Sample Description
+=description - Append to Existing Description
Example: +=Sample Description.

Invoiced Status (true/false to set whether Project is invoiced).

Manager ID.
managerid - Manager Contact ID
Example: 1
me - Contact making request.

Paid Status (true/false to set whether Project is paid).
true - Set Project as paid
false - Set Project as not paid.

Visible to Staff only
privatenotes - Private Notes
Example: Sample Private Notes
+=privatenotes - Append to Existing Private Notes
Example: +=Sample Private Notes.

Quotetotal - Quoted Value
auto - Total of Project Quotes.

Start Date.
Specific date - Date in yyyy-mm-dd format
Example: 2014-01-18
Relative date - +/-Xd/w/m/y
Examples: -3w - 3 weeks ago OR +1m - 1 month ahead.

Custom Field Values (Advanced Plan only).

This field is used to prevent project updates from triggering webhooks. Usually you will not need to set this field but if you are using the "update project" trigger to trigger the "update project" action then you might create an infinite loop. This field will help you avoid that problem.

Contactid/s - Contact ID or List of Contact IDs

me - Contact making request
all - All Contacts assigned to Project (Project Tasks) or All Staff (General Tasks)
allstaff - All Staff assigned to Project (Project Tasks) or All Staff (General Tasks)
none - No Contacts (we recommend not using this option).

Aftertaskid - Add after 'taskid' in Project (set 'orderlevel' to add as a sub task or sub sub task). Any existing Tasks will be reordered automatically. Only available when adding Tasks to a Project.
IMPORTANT: Only available when Smart Ordering is enabled for the Project.
Example: after1
beforetaskid - Add before 'taskid' in Project (set 'orderlevel' to add as a sub task or sub sub task). Any existing Tasks will be reordered automatically. Only available when adding Tasks to a Project.
IMPORTANT: Only available when Smart Ordering is enabled for the Project.
Example: before1
ordernumber - Add Task with order number 'ordernumber', if adding to a Project and compulsory task ordering is enabled then you must specify an order number not already in use in the Project.
IMPORTANT: This option will NOT reorder any existing tasks.
Example: 1.1.

This field is used to prevent task updates from triggering webhooks. Usually you will not need to set this field but if you are using the "update task" trigger to trigger the "update task" action then you might create an infinite loop. This field will help you avoid that problem.

Interact with Companies, Contacts, Projects, Tasks, Time, Quotes & Invoices. Take full control of integrating with ProWorkflow to build a better team.

ProWorkflow

Trigger is cloud software for project management, collaboration, and time tracking. Closely integrated with Xero, you can import your customers, accounts and tracking categories, then send invoices. Task titles become line-items, timesheets become invoices - our workflow is coherent, and saves you time.

Trigger

Active Collab is a popular, all-in-one tool for project management, team collaboration and billing. Available both in cloud and self hosted versions.

Active Collab

The simple and easy way to manage your projects. Spend less time learning a project management system, and more time being productive.

Manage your projects online, track time, set deadlines, stay on budget, share files, be productive!

Project Bubble

Simple online project management application that bundles task management, time tracking and invoicing

Paymo

Avaza is software designed to run your client focused business. It includes modules for project & task management, timesheets, expense reporting, quotes & invoicing.

Zapier Automation Platform

PRODUCTS

CAPABILITIES

By use case

By app

By team

By company size

How Zapier Zaps

How Zapier Uses AI

By team

Learn more

Get help

Zapier quick-start guide

Developer resources

ProWorkflow Integrations

ProWorkflow Help & Support

About ProWorkflow

Related categories

Similar apps

Trigger

Active Collab

Project Bubble