ProWorkflow Nexus and Salesflare
How to connect ProWorkflow Nexus
- Via Zapier — 60 operations available. Set it up ↗
What you can automate
- When updated Company in ProWorkflow Nexus, find or create account in Salesflare.
- When updated Contact in ProWorkflow Nexus, find or create contact in Salesflare.
- When updated Invoice in ProWorkflow Nexus, create opportunity, then find or create contact in Salesflare.
- When updated Quote in ProWorkflow Nexus, create opportunity in Salesflare.
- When new Company in ProWorkflow Nexus, find or create account in Salesflare.
- When new Contact in ProWorkflow Nexus, find or create contact in Salesflare.
About ProWorkflow Nexus
ProWorkflow Nexus is a project management tool that works with companies, contacts, projects, tasks, time, quotes & invoices.
ProWorkflow Nexus operations on Zapier
Triggers (15)
Start a workflow when this happens
- Deleted Company — Triggers when an existing company is deleted.
- Deleted Contact — Triggers when an existing contact is deleted.
- Deleted Project — Triggers when an existing project is deleted.
- New Company — Triggers when a new company is created.
- New Contact — Triggers when a new contact is created.
Show 10 more triggers
- New Invoice — Triggers when a new invoice is created.
- New Item — Triggers when a new project item is created.
- New Project — Triggers when a new project is created.
- New Quote — Triggers when a new quote is created.
- Updated Company — Triggers when an existing company is updated.
- Updated Contact — Triggers when an existing contact is updated.
- Updated Invoice — Triggers when an existing invoice is updated.
- Updated Item — Triggers when an existing project item is updated.
- Updated Project — Triggers when an existing project is updated.
- Updated Quote — Triggers when an existing quote is updated.
Actions (39)
Things Salesflare can make it do
- Add Contact to Project — Adds a contact to a project.
- Add Tags to Contact — Adds one or more tags to a contact.
- Complete Item — Completes a project item.
- Complete Project — Completes a project.
- Create Company — Creates a new company.
Show 34 more actions
- Create Contact — Creates a new contact.
- Create External Project — Creates a new project with a company as the client.
- Create Internal Project — Creates a new project with a staff member as the client.
- Create Project Bookmark — Creates a new project bookmark.
- Create Project Item — Creates a new project item.
- Create Project Note — Creates a new project note.
- Create Quote — Creates a new quote.
- Delete Company — Deletes an existing company.
- Delete Contact — Deletes an existing contact.
- Delete Project Bookmark — Deletes an existing project bookmark.
- Delete Project Item — Deletes an existing project item.
- Delete Quote — Deletes an existing quote.
- Get Company Details — Retrieves details about a single company.
- Get Contact Details — Retrieves details about a single contact.
- Get Project Bookmark — Retrieves details about a single project bookmark.
- Get Project Details — Retrieves details about a single project.
- Get Project Item Details — Retrieves details about a single project item.
- Remove Contact From Project — Removes a contact from a project.
- Remove Tags From Contact — Removes one or more tags from a contact.
- Set Project Custom Field Value (Checkbox) — Sets the value of a checkbox custom field for a project.
- Set Project Custom Field Value (Date) — Sets the value of a date custom field for a project.
- Set Project Custom Field Value (Dropdown) — Sets the value of a dropdown custom field for a project.
- Set Project Custom Field Value (Number) — Sets the value of a number custom field for a project.
- Set Project Custom Field Value (Rating) — Sets the value of a rating custom field for a project.
- Set Project Custom Field Value (Staff) — Sets the value of a staff custom field for a project.
- Set Project Custom Field Value (Text) — Sets the value of a text custom field for a project.
- Set Project Item Work Stage — Updates the work stage of a project item.
- Start Timer — Starts a new running timer against an item.
- Stop Timer — Stops the currently running timer.
- Update Company — Updates an existing company.
- Update Contact — Updates an existing contact.
- Update Project — Updates an existing project.
- Update Project Bookmark — Updates an existing project bookmark.
- Update Project Item — Updates an existing project item.
Searches (6)
Look up existing records
- Find Companies — Finds one or more companies.
- Find Contacts — Finds one or more contacts.
- Find Project Items — Finds one or more project items.
- Find Projects — Finds one or more projects.
- Get Project Bookmarks — Retrieves all the bookmarks of a given project.
Show 1 more searches
- Get Project Items — Retrieves all the items of a given project.
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