Interact with Companies, Contacts, Projects, Tasks, Time, Quotes & Invoices. Take full control of integrating with ProWorkflow to build a better team.

Project Management ProWorkflow
Interact with Companies, Contacts, Projects, Tasks, Time, Quotes & Invoices. Take full control of integrating with ProWorkflow to build a better team.
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Client work takes a workflow. You get a new contact, discuss ideas with them, and send along a quote for the project they want done. Once the quote's approved, you'll turn it into a project, add tasks, and then invoice the customer when everything's finished.ProWorkflow puts all that into a seamless workflow. As a combination CRM, project manager, and invoicing tool, it can handle your entire client workflow process from start to finish.Read MoreIt starts when you create a new account, as ProWorkflow starts out by asking you to add your team to your projects, and then asks for your clients and the contact info for your connections at those companies. With that added, you can hit the ground running, either by adding existing projects or starting out with a quote to get new potential projects started.Quotes are easy to build in ProWorkflow. Just choose the client for the project, and ProWorkflow will fill in all the contact fields it can by default, leaving the others blank for you to fill in manually if you'd like. Then add your line items, either with default services in your account, or with unique items for this customer. You can even add headings inside the line item section, to break down parts of the project and make the quote easier to read.With that done, send the quote to the client, and wait for their approval. When you approve contracts, you can directly create a new project or add it to an existing project. Line items aren't carried over as tasks, but everything else comes to the new project: contact info, descriptions, and more. You can then flesh out your new project with tasks and deadlines in an outline format, organize tasks and sub-tasks along with any data you need to complete them.Keeping your projects on schedule is always important, but especially so with client projects. ProWorkflow gives you 3 tools for that: a timesheet view for tracked time, a timeline view to schedule the full project, and a calendar view to see due dates for individual tasks. In the timesheet, you'll see a week's schedule with each day shown as a list of hours, where you can rearrange your time spent on tasks and drag time logs to shrink or extend them. The timeline gives you a gantt chart to plan the broad timeframe for projects, while the calendar shows what's coming up in the near future.Throughout the project, you'll need to keep in touch with your contacts and keep an eye on how your entire company's work is going. The dashboard helps with the latter, showing quick graphs of your time, quotes, tasks, and more. And the Contacts tab helps with the former, with detailed contact info and space to include custom details and notes about each interaction with a contact. And adding new contacts—or projects, tasks, and anything else—is simple, as ProWorkflow takes you through each section in a new item before letting you save it, to make sure all your info is entered correctly.Once everything in a project's done, it's time to send out the invoice—something else ProWorkflow can handle. Its integration with popular accounting apps like Xero and QuickBooks ensures you'll be able to keep up with your financial data without copying and pasting anything. Instead, you can jump right into the next project, with ProWorkflow's workflows keeping you focused on the next thing your clients need done. Learn how to tackle your most difficult projects with Zapier's new Ultimate Guide to Project Management eBook.

Integrations

Accept Project Request
Approve a Project Request in ProWorkflow.
Complete Project
Complete a Project in ProWorkflow.
Completed Task
Triggered when a Task is completed in ProWorkflow.
Remove Project Request
Decline a Project Request in ProWorkflow.
Delete Company
Delete a Company in ProWorkflow.
Delete Contact
Delete a Contact in ProWorkflow.
Delete File
Delete a File in ProWorkflow.
Delete Invoice
Delete an Invoice in ProWorkflow.
Delete Message
Delete a Message in ProWorkflow.
Delete Project
Delete a Project in ProWorkflow.
Delete Project Request
Delete a Project Request in ProWorkflow.
Delete Quote
Delete a Quote in ProWorkflow.
Delete Task
Delete a Task in ProWorkflow.
Delete Time
Delete a Time Record in ProWorkflow.
Update Company
Edit a Company in ProWorkflow.
Update Contact
Edit a Contact in ProWorkflow.
Update Contact Location
Edit a Contact Location in ProWorkflow.
Update Invoice
Edit an Invoice in ProWorkflow.
Update Message
Edit a Message in ProWorkflow.
Update Project
Edit a Project in ProWorkflow.
Update Project Request
Edit a Project Request in ProWorkflow.
Update Quote
Edit a Quote in ProWorkflow.
Update Shared Note
Triggered when a Shared Note is edited in ProWorkflow.
Update Task
Edit a Task in ProWorkflow.
Update Time
Edit a Time in ProWorkflow.
Get Client Companies
Only used by dynamic dropdowns.
Get Contact's Tags
Dynamic dropdown only.
Get Contact ID
Only used by dynamic dropdowns.
Get Projects Categories
Only used by dynamic dropdowns.
Get Projects Templates
Only used by dynamic dropdowns.
Get Staff Contact ID
Only used by dynamic dropdowns.
Get Tag ID
Only used by dynamic dropdowns.
Get General Tasks Categories
Only used by dynamic dropdowns.
New Company
Triggered when a Company is added to ProWorkflow.
New Contact
Triggered when a Contact is added to ProWorkflow.
New File
Triggered when a File is added to ProWorkflow.
New Invoice
Triggers when an Invoice is added to ProWorkflow.
New Message
Triggered when a Message is added to ProWorkflow.
New Pending Company
Triggered when a Pending Company is added to ProWorkflow.
New Pending Contact
Triggered when a Pending Contact is added to ProWorkflow.
New Project
Triggered when a Project is added to ProWorkflow.
New Project Request
Triggered when a Project Request is added to ProWorkflow.
New Quote
Triggered when a Quote is added to ProWorkflow.
New Shared Note
Triggers when a new Shared Note is added to a Project.
New Task
Triggered when a Task is added to ProWorkflow.
New Time
Triggered when a Time is added to ProWorkflow. Please check that you have recorded at least one time record in the last 2 weeks.
Make Project Active
Reactivate a Project in ProWorkflow.
Make Task Active
Reactivate a Task in ProWorkflow.
Create Timer
Start a Timer in ProWorkflow.
Finish Timer
Stop a Timer in ProWorkflow.
Test Me
Used to fetch user details - serves as test trigger.
Add Bookmark
This action adds a single Bookmark.
Add Client to Project
Adds a Client to a Project.
Add Company
Add a Company to ProWorkflow.
Add Contact
Add a Contact to ProWorkflow.
Add Contact to Task
Add a Contact who has already been assigned to a Project, to a Task.
Add Contractor to Project
Adds a Contractor to a Project.
Add Expense
Adds an expense to ProWorkflow.
Add File
Add a File to ProWorkflow.
Add General Task
Add a General Task in ProWorkflow.
Add Invoice (ARCHIVED - Please Use the New Version)
Add an Invoice in ProWorkflow.
Add Invoice Line Item
Add an Invoice Line Item in ProWorkflow.
Add Invoice
Add an Invoice in ProWorkflow.
Add Message
This adds a single message. A new discussion can be started by using the Project Id or Task Id field, a reply can be added by using the Original Message Id field. One of these is required.
Add Pending Company (No Longer Used - Redundant)
Add a pending company to ProWorkflow.
Add Pending Contact (ARCHIVED - Please Use the New Version)
Add a pending contact in ProWorkflow.
Add Pending Contact
Adds a Pending Contact.
Add Project
Add a Project to ProWorkflow.
Add Project Request
Add a Project Request to ProWorkflow.
Add Quote (ARCHIVED - Please Use the New Version)
Add a Quote in ProWorkflow.
Add Quote Line Item
Add a Quote Line Item in ProWorkflow.
Add Quote
Add a Quote in ProWorkflow.
Add Search Client
For search or create only.
Add Search Company
For search or create only.
Add Search Contact
For search or create only.
Add Search Contractor
For search or create only.
Add Search Invoice
Add an Invoice in ProWorkflow.
Add Search Project
For search or create only.
Add Search Quote
Add a Quote in ProWorkflow.
Add Search Staff
For search or create only.
Add Search Task
For search or create only.
Add Project Shared Note
Adds a Shared note to a Project.
Add Staff to Project
Adds staff to a Project.
Add Tag
Adds a tag to your account.
Add Tag to Contact
Add an existing tag to a ProWorkflow Contact.
Add Project Task
Add a Project Task in ProWorkflow.
Add Time
Add a Time in ProWorkflow.
Complete Task
Complete a Task in ProWorkflow.
Delete Bookmark
Deletes an existing Bookmark.
Delete Tag
Removes a tag from your account.
Update Bookmark
Edits an existing Bookmark.
Update Invoice (ARCHIVED - Please Use the New Version)
Edit an Invoice in ProWorkflow.
Update Project Request (ARCHIVED - Please Use the New Version)
Edit a Project Request in ProWorkflow.
Update Quote (ARCHIVED - Please Use the New Version)
Edit a Quote in ProWorkflow.
Edit Tag
Edit an existing tag on your account.
Remove Tag From Contact
Removes an existing tag from a ProWorkflow Contact.
Find Message
Finds an existing Message.
Complex Find Project
Complex Project Find.
Find Client
Finds an existing client.
Find Company
Finds an existing company/companies.
Find Contact
Finds an existing contact, not limited by contact type. If you would like to find a specific contact based on type, please use "Find Client", "Find Staff" or "Find Contractor".
Find Contractor
Finds an existing contractor.
Find Invoice
Finds an existing Invoice.
Find Project
Finds an existing Project.
Find Quote
Finds an existing Quote.
Find Staff
Finds an existing staff member.
Find Task
Finds an existing Task.

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