Connect Projectworks integrations
Unite your consulting firm’s resource planning and invoicing pipelines by connecting Projectworks to Make. Linking your PSA dashboard to our workflow automation tool lets you instantly sync consultant timesheets, track project margins, and update client logs across other databases. Sign up for a free account today to build your first professional services pipeline.
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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.
Connect Projectworks to your tech stack with Make. Automate daily tasks, sync project data, and simplify your workflows.
Supercharge Your Workflows: Automate Projectworks with Make
Connect Projectworks to Shopify, WooCommerce, and Airtable using Make. Automatically sync client data and onboard team members to eliminate manual data entry and keep your projects moving forward.
Instantly turn new Shopify or WooCommerce buyers into Projectworks clients without manual data entry.
Automatically create new Projectworks users as soon as their details are added to your central Airtable database.
Save hours of administrative work and reduce errors by letting Make automatically sync contact and user details across your tools.
Bridge the gap between your storefronts and project management, ensuring new clients are ready for project setup immediately.
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
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