ProWorkflow Nexus and Salesflare

How to connect ProWorkflow Nexus

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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