Connect Projectworks integrations
Align your firm's operations by automating Projectworks to instantly create invoices from logged time or update project forecasts. This workflow automation connects your sales pipeline, letting you create new clients from won CRM deals or sync data with your accounting software. Register for free to connect your quote-to-cash process.
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This app is supported and maintained by Make.
Build your Projectworks integrations.
Create custom Projectworks workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a new client.
Creates a new forecast.
Creates a new leave.
Creates a new user.
Deletes the selected client.
Deletes the selected leave.
Deletes the selected timesheet.
Returns information about the selected client.
Returns information about the selected leave.
Connect any app with Projectworks
Popular Projectworks workflows.
Looking to get more out of Projectworks? With Make you can visually integrate Projectworks into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
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