Projul and Salesflare

Project Management projul.com ↗

How to connect Projul

Via Zapier — 49 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 invoice Paid in Projul, create opportunity, then find or create contact 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 Invoice in Projul, create opportunity, then find or create contact in Salesflare.
When new Lead in Projul, find or create contact in Salesflare.

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 (19)

Start a workflow when this happens

Client Archived — Triggers when a client is archived in Projul. It carries the Client ID and when it happened, not the client details, which Projul hides once a client is archived. Use Find Client with Include archived clients on, or your own records, to look them up.
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.
Estimate Updated — Triggers when an estimate changes in Projul: its details, a version, a section or a line item, which all arrive as one change. Creating or accepting an estimate fires this too, next to New Estimate or Estimate Accepted.
File Updated — Triggers when a file in Projul changes: renamed, given a new note, or attached to or removed from a task, an estimate, a daily log or another project. A task photo can arrive here first, once it is attached to a project.

Show 14 more triggers

Invoice Paid — Triggers when an invoice in Projul becomes paid in full: paid online, entered in Projul, or recorded by an integration. A payment pulled in from QuickBooks Online does not mark the invoice paid yet, so it does not fire this. If a payment is reversed and the invoice is paid again, it fires again.
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.
New File — Triggers when a photo or document is added to a project in Projul and is ready to download. Map File into a later step to copy it elsewhere. To skip files a Zap uploaded, filter on Created via.
New Invoice — Triggers when an invoice is created in Projul. Most invoices start as drafts, so filter on Status, or use Invoice Paid or Payment Received to act on money coming in.
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.
Payment Received — Triggers each time a payment on an invoice starts counting toward its balance: recorded as completed, or a pending transfer that clears. A declined card never fires it. It carries the invoice with its new Amount paid, Balance due and Last paid at, not the payment on its own.
Project Status Changed — Triggers when a project or lead moves to a new status in Projul, with the status it left. It fires once per move, never on any other edit. Filter on Status to act on one stage.
Task Completed — Triggers when a task is marked complete in Projul. It fires once per completion, so renaming or editing a finished task does not fire it again; reopening and completing it again does. Completing one date of a repeating task after the first is not a new completion.
Task Updated — Triggers when a task changes in Projul: rescheduled, reassigned, renamed, or completed. To run only when work finishes, use the Task Completed trigger instead.

Actions (23)

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.
Apply Project Template — Fills a project or lead you already have from a project template, as Apply Project Template does in Projul: its type, tags, color, lead source, address, access codes and the rest, where the template has them, with its notes added to the project notes. No tasks are copied.
Apply Schedule Template — Copies a schedule template's tasks onto a project or lead you already have, starting on the date you give. A scheduled estimate meeting moves a lead along your pipeline as it does in Projul, and workers get their usual task reminders. Nothing is sent to the 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.

Show 18 more actions

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. A client with only one name links only to the one client with that email whose first or last name it is; otherwise a new client is made. For a business with no person to name, fill in Company and leave both names blank.
Create Daily Log — Starts a project's daily log for one day in Projul, as a draft a person signs in the app. A project has one log per day. Needs the Daily Logs feature on your Projul plan.
Create Draft Purchase Order — Creates a draft purchase order in Projul for a vendor or subcontractor, numbered by your account's rules and priced by Projul from each line's quantity and unit price. Nothing is sent to the vendor. Needs the Purchase Orders feature on your Projul plan.
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, and sending it and getting it approved stay human steps in Projul.
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, linking a client you already have or creating one alongside it. For a website enquiry or an inbound lead, use Create Lead instead: it starts the job in your sales pipeline.
Create Time Log — Records a finished shift for an employee in Projul, unapproved, so a person approves it as usual. Pay comes from the payroll item and the employee in Projul, never from the Zap. Time added inside a signed day or pay period voids that signature.
Create Vendor — Creates a vendor in Projul, or returns the one you already have. Give a Company or a contact name. With a Company, Projul looks for a vendor with that company and the same email, then the same phone, and returns it unchanged with Matched set to true instead of adding another.
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.
Find or Create Vendor — Finds a vendor, and creates one if there is no match.
Record Payment — Records a payment that reached you outside Projul, such as a financing payout or a check, against a published invoice. Its balance and status update, and nothing is sent to the client.
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.
Upload File — Adds a photo or document from an earlier step to a project or lead in Projul, where it shows in the project's files. Accepted types: jpg, jpeg, png, gif, bmp, pdf, txt, csv, doc, docx, xls, xlsx.

Searches (7)

Look up existing records

Find Client — Finds a client by name, email, phone, company, 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 Invoice — Finds an invoice by its number, your own External reference, or its Projul id from an earlier step. When several invoices share a number, the one still awaiting payment is returned, and the search stops rather than guess between two of them.
Find Project — Finds a project by your own External reference, by its Projul project number, name or id, 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, its name, 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).

Show 2 more searches

Find User — Finds a person in your Projul account (an employee or a subcontractor) by their email address, so a later step can assign them work by their User ID.
Find Vendor — Finds an active vendor by company, your own External reference, or the Vendor ID from an earlier step.