Workzone and Salesflare

How to connect Workzone

Workzone is project management software with a careful balance of functionality and ease-of-use to make it useful and accessible to diverse teams.

Start a workflow when this happens

New Project — Triggers when a new project is added.
New Project Request — Triggers when a new project request is submitted. Use this to notify a PM in Slack, create a Jira ticket, or kick off an approval workflow.
New Task — Triggers when a new task is created.
New Time Entry — Triggers when a new time entry is added to a project.
Project Needs Attention — Triggers when a project status changes from on track to at risk or late, or when a project has an end date later than the target end date.

Show 1 more triggers

Task Due Soon — Triggers when a task is due within a specified number of days. Use this to send deadline reminders or add to-do items to a calendar.

Things Salesflare can make it do

Create Project — Creates a new project in a Workzone workspace. Optionally set start and end dates, description, status, and category at creation time.
Create Task — Creates a new task in a Workzone project. Optionally set dates, assignee, duration, and percent complete at creation time.
Submit a Project Request — Submits a new project request.
Update Project — Updates one or more fields on an existing project, such as name, dates, status, or category.
Update Project State — Updates the state (active, complete, or inactive) of an existing project. Use this to mark a project as complete or reactivate it.

Show 2 more actions

Update Task — Updates one or more fields on an existing task, including name, dates, percent complete, description, duration, and completion status.
Update Task Status — Marks an existing task as complete or incomplete. Use "Update Task" instead if you need to change other fields like name, dates, or percent complete.

Look up existing records

Find a Project — Finds an existing project by name or filters.
Find a Project Request — Finds an existing project request by title or filters. Completes the full request lifecycle: submit → find → act on.
Find a Task — Finds a task.
Find a User — Finds a user by name or filters. Use this to look up a user ID before assigning them to a task or project.