Axonaut + Projekly Integration

Connect Axonaut to Projekly in 1 click

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Popular Axonaut + Projekly Workflows

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Projekly + Axonaut Integration

Create Axonaut contact for new Projekly client

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Projekly - Axonaut integration, anytime a new Projekly client is created, an Axonaut contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Projekly + Axonaut Integration

Create Axonaut opportunity from new Projekly client

Anytime a new client is created in your Projekly, a new opportunity will automatically be created in your Axonaut. This ensures that all of your opportunity are linked to the right client, and that you never miss an opportunity to follow up with a new lead.

This Projekly - Axonaut integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Create Your Own Axonaut & Projekly Integration Without Any Code

Create Custom Workflow
Axonaut + Projekly Integration
1.
  • Projekly
    Event is created in Projekly
  • Projekly
    Product is created in Projekly
  • Projekly
    Client is created in Projekly
  • Projekly
    Project is created in Projekly
  • Projekly
    Task is created in Projekly
  • Projekly
    Invoice is created in Projekly
  • Projekly
    Lead is created in Projekly
2.
  • Axonaut
    Create Opportunity in Axonaut
  • Axonaut
    Create Company in Axonaut
  • Axonaut
    Create Employee in Axonaut
  • Axonaut
    Create Invoice in Axonaut
  • Axonaut
    Create Event in Axonaut
  • Axonaut
    Search Company in Axonaut
  • Axonaut
    Create Supplier in Axonaut
  • Axonaut
    Search Employee in Axonaut
  • Axonaut
    Get Quotation by ID in Axonaut
  • Axonaut
    Create Quotation in Axonaut
  • Axonaut
    Create Ticket in Axonaut
  • Axonaut
    Create Product in Axonaut
  • Projekly
    Create task in Projekly
  • Projekly
    Create invoice in Projekly
  • Projekly
    Create event in Projekly
  • Projekly
    Create project in Projekly
  • Projekly
    Search invoice in Projekly
  • Projekly
    Update invoice in Projekly
  • Projekly
    Search project in Projekly
  • Projekly
    Update project in Projekly
  • Projekly
    Search product in Projekly
  • Projekly
    Update product in Projekly
  • Projekly
    Create product in Projekly
  • Projekly
    Create client in Projekly
  • Projekly
    Create ticket in Projekly
  • Projekly
    Create employee in Projekly
  • Projekly
    Create lead in Projekly
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