Projectworks

projectworks is a business management platform for professional services, offering project planning, resource management, time tracking, and invoicing integrating projectworks with make com enables automated project creation, timesheet entry, and invoice syncing across your business tools this is ai generated content based on official projectworks documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www projectworks com/contact directly requirements to use the projectworks app in make, you must have an active projectworks account and an api key, https //www projectworks com/ for subscription, refer to the https //www projectworks com/ connect projectworks and {{product name}} to get started, you must first create a connection between projectworks and {{product name}} , allowing the two services to communicate obtain your basic in your projectworks account create the connection in make obtain your basic in your projectworks account before you create the connection in {{product name}} , you should first obtain your basic in your projectworks account to obtain your basic navigate to settings and select integrations api account s click the plus button on the top right to create a new api account click add to generate new api key credentials for this account copy the api key displayed in the modal copy the api token displayed in the modal you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //help projectworks com/knowledge/integration api accounts create the connection in {{product name}} https //www make com/en/register , add the projectworks module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your projectworks account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page projectworks modules after connecting to the projectworks app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a client adds a new client record to your account create a forecast generates a new weather or sales forecast based on the provided data create a leave creates a new leave request in the system create a user creates a new user account in the specified system delete a client permanently removes the specified client from your account delete a leave deletes the specified leave request from the system delete a timesheet permanently removes the specified timesheet from your account get a client retrieves detailed information about the specified client get a leave retrieves detailed information about the specific leave request you select get a timesheet retrieves detailed information about the specified timesheet entry get a user retrieves detailed information about the specified user account list clients retrieves a complete list of all clients in your account list forecasts retrieves a complete list of all available weather forecasts list leaves retrieves a complete list of all leave records list timesheets retrieves a complete list of all timesheet records make an api call executes a custom api request to the connected service using your authorized credentials replace a leave replaces the specified leave entry with updated information search users searches for users based on specified criteria update a client updates the details of the specified client in your account update a timesheet updates an existing timesheet entry with new information update a user updates the details of a specified user account templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} projectworks resources you can have access to more resources related to this app on the following links https //www projectworks com/ https //api projectworksapp com/swagger/ui/index https //www make com/en/integrations/projectworks