Projul and Salesflare

Project Management projul.com ↗

How to connect Projul

Via Zapier — 28 operations available. Set it up ↗

What you can automate

When client Updated in Projul, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Client in Projul, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Estimate in Projul, create opportunity in Salesflare.
When new Lead in Projul, find or create contact in Salesflare.
When new Task in Projul, create task in Salesflare.
When new Opportunity in Salesflare, create Estimate From Template in Projul.

About Projul

Projul is an all-in-one construction management software providing task management, estimating, invoicing, CRM and more, to efficiently manage your business.

Projul operations on Zapier

Triggers (10)

Start a workflow when this happens

Client Updated — Triggers when a client record changes in Projul: renamed, re-addressed, or given a new contact detail by a matched lead. Unarchiving a client fires this too.
Estimate Accepted — Triggers when a client accepts an estimate. Acceptance happens in the Projul app or on the client's portal link and can never be done through an integration, so this is how an automation learns a job was won. Map "Estimate value" for the amount.
Lead Converted to Job — Triggers the moment a lead becomes won work — when its status crosses out of the lead stages. Use it to kick off onboarding, notify the crew, or update a CRM.
New Client — Triggers when a new client is added to Projul. A lead that matched an existing client does NOT fire this — Projul recognised them, so use Client Updated for that.
New Estimate — Triggers when a person creates an estimate in Projul. The hidden "ghost" estimates Projul keeps behind some projects for cost tracking do not fire this. Only real, user-created estimates do.

Show 5 more triggers

New Lead — Triggers immediately when a lead is created in Projul. A lead is a project in a lead stage, so this fires on new projects whose status is one of the eight lead statuses.
New Message — Triggers when a message is posted on a project, task, client, or estimate — including the client conversation. Filter on Channel or "Is client conversation" to narrow it. Projul cannot send a client message through an integration, so this is read-only.
New Project — Triggers when any project is created in Projul — including leads, which are projects in a lead stage. Filter on Stage if you only want one kind, or use New Lead / Lead Converted to Job for those specifically.
New Task — Triggers when a task is created in Projul — from the app, the mobile app, or an integration. Use it to mirror new scheduled work onto a calendar.
Task Updated — Triggers when a task changes in Projul: rescheduled, reassigned, renamed, or completed. Completion arrives here: filter on "Is completed" to run only when work finishes.

Actions (14)

Things Salesflare can make it do

Add Message — Posts a message onto a project, task, client, or estimate in Projul. This is an internal note — it cannot send anything to a client.
Archive Client — Archives a client in Projul, taking them out of the active list. Reversible in the app. There is deliberately no Delete Client action — deleting a client also deletes their jobs, estimates and invoices, which is not something a Zap should do unattended.
Complete Task — Marks a Projul task complete, or reopens it. Running it twice is harmless. Careful with EstimateMeeting and EstimateToWrite tasks — completing one of those moves a lead along your sales pipeline.
Create Client — Creates a client in Projul, or links to the one you already have. Projul matches on both names plus an email or phone, so running this on a list you have imported before will not produce duplicates.
Create Estimate From Template — Builds a draft estimate from one of your estimate templates, copying its sections, lines and pricing. The estimate is created as a draft — sending it and getting it approved stay human steps in Projul.

Show 9 more actions

Create Lead — Creates a lead in Projul. A lead is a project in a lead stage, so this creates a project and links it to a client, matching an existing client rather than duplicating them.
Create Project — Creates a project in Projul. For a website enquiry or an inbound lead, use Create Lead instead: it recognises clients you already have rather than duplicating them.
Create or Update Task — Creates a task in Projul, or updates the existing one with the same External reference. Use this for calendar sync: point External reference at the calendar event's id and a moved or edited event updates the same Projul task instead of creating a duplicate. To change a task you already have the id of, use Update Task.
Find or Create Client — Finds a client, and creates one if there is no match.
Find or Create Project — Finds a project, and creates one if there is no match.
Schedule Task — Creates a task in Projul and puts it on the schedule. Map a calendar event's start, end, and attendees straight in. Set the External reference to the event's id so a later edit can update this task rather than creating a second one.
Update Client — Updates a client in Projul. Fields you leave blank are left alone rather than cleared. If someone edited this client in Projul since your Zap last read it, the update is refused rather than overwriting their change.
Update Project — Updates a project in Projul. Fields you leave blank are left alone rather than cleared. Changing the status out of a lead stage marks the lead as won and fires the Lead Converted to Job trigger.
Update Task — Updates a task in Projul by its id. Fields you leave blank are left alone rather than cleared. Use it at the end of a Projul to calendar Zap to store the calendar event's id in External reference, so a later change to that event updates this task instead of creating a second one.

Searches (4)

Look up existing records

Find Client — Finds a client by name, email, your own External reference, or their Projul Client number, or by the Client ID from an earlier step.
Find Estimate — Finds an estimate by your own External reference, by its Projul id from an earlier step, or the most recently updated one for a project, client, or status.
Find Project — Finds a project by your own External reference, by its Projul id from an earlier step, or the most recent one matching a client, stage or status. A lead is a project, so this finds leads too.
Find Task — Finds a task by your own External reference, by its Projul id from an earlier step, or the most recent one matching a project, assignee, type, status, or scheduled date range. To change a task, use Update Task (by id) or Create or Update Task (by External reference).