Projectworks
 | Projectworks is a professional services automation platform for managing projects, resources, time, and financials. Integrating Projectworks with Make.com enables automated syncing of project data, timesheets, and invoicing between Projectworks and other business tools. |
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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 Projectworks directly.
Requirements
To use the Projectworks app in Make, you must have an active account and an API Key, create your account on Projectworks. For subscription, refer to the Projectworks pricing page.
Connect Projectworks and Make
To get started, you must first create a connection between Projectworks and Make, 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 Make, you should first obtain your Basic in your Projectworks account.
To obtain your Basic :
Locate the Username field in the settings or account section.
Copy the Username displayed on screen.
Locate the Password field in the settings or account section.
Copy the Password displayed on screen.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Projectworks module to your scenario, 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 Connect an applicationConnect an application. page.
Projectworks modules
After connecting to the Projectworks app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Projectworks resources
You can have access to more resources related to this app on the following links