Integrate ProWorkflow with Workstack

Send information between ProWorkflow and Workstack automatically, without writing any code, using Zoho Flow.

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Initiate a new project in Workstack when a new project is established in ProWorkflow

Enable seamless tracking and reporting by auto-creating projects in your project management tool from task and workflow management application. This flow will initiate a new project in Workstack when a new project is established in ProWorkflow.

How it works
  1. The flow triggers when a new project is added in ProWorkflow.
  2. Zoho Flow creates a new project in Workstack.
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Initiate a new project in Workstack when a new project is established in ProWorkflow

ProWorkflow + Workstack

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Supported triggers and actions

Integrate ProWorkflow and Workstack using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created

Triggers when a new company is added

Invoice created

Triggers when a new invoice is added

Contact created

Triggers when a new contact is added

Invoice updated

Triggers when the details of an existing invoice are edited

Task updated

Triggers when the details of an existing task are updated

Project created

Triggers when a new project is added

Message created

Triggers when a new message is added

Quote created

Triggers when a new quote is added

Task created

Triggers when a new task is added

New project

Triggers when a new project is created

New meeting

Triggers when a new meeting is created for the selected user

New todo list

Triggers when a new todo list is created in the selected project

New task

Triggers when a new task is created for the selected user

New todo

Triggers when a new todo is created in the selected project

All Actions - Actions are the automated tasks

Add invoice

Creates a new invoice

Add expense

Creates a new expense

Add contact

Creates a new contact

Add company

Creates a new company

Add project

Creates a new project

Find invoice

Fetches the details of an existing invoice

Find project

Fetches the details of an existing project

Find company

Fetches the details of an existing company by name or email address

Find contact

Fetches the details of an existing contact using username or email address

Create todo

Creates a new todo in the selected project

Create task

Creates a new task in the selected todo

Create meeting

Creates a new meeting

Create todo list

Creates a new todo list in the selected project

Create project

Creates a new project

What is ProWorkflow?

ProWorkflow is a cloud-based task and workflow management application that helps you assign tasks, track time, schedule projects, and more.

What is Workstack?

Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.

Project Management

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

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