Projectworks and Salesflare
How to connect Projectworks
- Via Zapier — 33 operations available. Set it up ↗
- Via Make — 21 modules available. Set it up ↗
What you can automate
- When new Account in Salesflare, create Company in Projectworks.
About Projectworks
Projectworks is a professional services automation software that connects time and expense tracking, resource management, invoicing, and financial reporting.
Projectworks operations on Zapier
Triggers (10)
Start a workflow when this happens
- Get Budgets — Triggers when a user requests a list of budgets.
- Get Clients — Triggers when a user requests a list of clients.
- Get Custom Fields — Triggers when a user requests a list of Custom Fields
- Get Leave Statuses — Triggers when a user requests a list of leave statuses.
- Get Offices — Triggers when a user requests a list of offices.
Show 5 more triggers
- Get Projects — Triggers when a user requests a list of projects.
- Get Timecodes — Triggers when a user requests a list of timecodes.
- Get Timesheet Entries — Triggers when a user requests a list of timesheet entries
- Get Users — Triggers when a user requests a list of users.
- New Leave Request — Triggers when a new leave request is created
Actions (14)
Things Salesflare can make it do
- Assign Timecode — Assigns a user to a timecode
- Create Budget — Creates a Budget
- Create Company — Creates a new company
- Create Leave — Creates a Leave Entry
- Create Project — Creates a Project
Show 9 more actions
- Create Timecode — Creates a Timecode
- Create Timesheet Entry — Creates a Timesheet entry
- Set Resourcing — Sets the resourcing for a given person and project on a given day.
- Update Budget — Updates a budget
- Update Company — Updates a company
- Update CustomFieldValue — Updates the value of a custom field for a specific entity
- Update Project — Updates a project
- Update Timecode — Updates a timecode
- Update Timesheet Entry — Updates a timesheet entry
Searches (9)
Look up existing records
- Find ClientID — Finds a company by name or external reference.
- Find CurrencyID — Finds a currency by its name or code.
- Find CustomFieldID — Finds a custom field by entity type and label
- Find GLCode ID — Finds a GL Code by its code or description
- Find ModuleID — Finds a Module by external reference.
Show 4 more searches
- Find OfficeID — Finds an Office by name or external reference.
- Find ProjectID — Finds a project by name or external reference
- Find TaskID — Finds an existing task by external reference.
- Find UserID — Finds an existing user by name, email address, or external reference.
Projectworks operations on Make
Actions (16)
Things Salesflare can make it do
- Create a Client — Creates a new client.
- Create a Forecast — Creates a new forecast.
- Create a Leave — Creates a new leave.
- Create a User — Creates a new user.
- Delete a Client — Deletes the selected client.
Show 11 more actions
- Delete a Leave — Deletes the selected leave.
- Delete a Timesheet — Deletes the selected timesheet.
- Get a Client — Returns information about the selected client.
- Get a Leave — Returns information about the selected leave.
- Get a Timesheet — Returns information about the selected timesheet.
- Get a User — Returns information about the selected user.
- Make an API Call — Performs an arbitrary authorized API call.
- Replace a Leave — Replaces the selected leave.
- Update a Client — Updates the selected client.
- Update a Timesheet — Replaces a timesheet entry.
- Update a User — Updates the selected user.
Searches (5)
Look up existing records
- List Clients — Lists all clients.
- List Forecasts — Lists all forecasts.
- List Leaves — Lists all leaves.
- List Timesheets — Lists all timesheets.
- Search Users — Searches for users.
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