Clinked + Projekly – Project Management, CRM, HR & Invo Integration

Integrate Clinked to Projekly – Project Management, CRM, HR & Invo in one click, or tell Integrately AI how you want each project handled. Track new projects, create matching tasks, upload documents, and notify your team instantly.

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1.
  • Projekly – Project Management, CRM, HR & Invo
    Client is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Lead is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Event is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Invoice is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Task is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Project is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Product is created in Projekly – Project Management, CRM, HR & Invo
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2.
  • Clinked
    Create event in Clinked
  • Clinked
    Create folder in Clinked
  • Clinked
    Create task in Clinked
  • Clinked
    Upload file in Clinked
  • Clinked
    Create group in Clinked
  • Projekly – Project Management, CRM, HR & Invo
    Update product in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Search product in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Update project in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Search project in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Update invoice in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Search invoice in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create event in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create invoice in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create task in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create project in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create product in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create client in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create ticket in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create employee in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create lead in Projekly – Project Management, CRM, HR & Invo

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Ready Workflows Ready Workflows for Clinked + Projekly – Project Management, CRM, HR & Invo Integration

Track new projects, create matching tasks, upload files, alert your team, and update records, all in just one click.

Most popular automationsmost-popular-automations
Projekly – Project Management, CRM, HR & Invo + Clinked Integration

Create Clinked task for new Projekly task

There is variety of project management softwares available on the market, each with its own advantages and disadvantages. As a result, many businesses find it useful to use two different project management software to get the best results.

For example, one software might be better for tracking tasks and deadlines, while another might be better for managing finances. By using both software, businesses can ensure that all aspects of their projects are being effectively managed. But of course, using two different project management software can also be challenging, as it requires careful coordination between the two systems.

This is where Projekly - Clinked integration come to your rescue. It automatically creates a new task in Clinked whenever a new task is created in Projekly. This way, you can be sure that all your tasks are being tracked and managed effectively, without having to waste time manually transferring data between the two systems.
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Projekly – Project Management, CRM, HR & Invo + Clinked Integration

Create Clinked task for new Projekly client

Projekly and Clinked are both powerful tools that, when used correctly, can help you become more productive.

When you create a client in Projekly, do you also create a task in Clinked? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Projekly – Project Management, CRM, HR & Invo + Clinked Integration

Create Clinked event for new Projekly task

Projekly is a great tool for managing customer information, but it can also be used to manage your schedule. Use this Projekly - Clinked integration to automatically populate your Clinked.

When a task is created in Projekly, an event will automatically be created in your Clinked. This can help you keep track of your schedule and avoid overlapping of appointments.

Just click Activate and connect your Projekly and Clinked accounts in a matter of minutes.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clinked + Projekly – Project Management, CRM, HR & Invo flow

Send instant notifications, sync financial records, assign tasks, and store project files across your entire stack. Pick a combination and activate it in one click.

Clinked
Projekly – Project Management, CRM, HR & Invo
+
SlackSlack (5)
+
HubSpotHubSpot (4)
+
QuickBooks OnlineQuickBooks Online (3)
+
AsanaAsana (3)
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
P
C
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Create a Clinked task when a project is created in Projekly – Project Management, CRM, HR & Invo, and notify your team in Slack
Every new Projekly – Project Management, CRM, HR & Invo project instantly generates a task in Clinked while alerting your team on Slack.
P
C
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Log every new invoice created in Projekly – Project Management, CRM, HR & Invo in Clinked, and alert your finance channel in Slack
New invoices generated in Projekly – Project Management, CRM, HR & Invo appear in Clinked immediately with an alert sent to Slack.
P
C
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When a new lead is created in Projekly – Project Management, CRM, HR & Invo, create a Clinked group and notify sales in Slack
New leads in Projekly – Project Management, CRM, HR & Invo automatically trigger a Clinked group and an alert in Slack.
P
C
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Create a Clinked event when a Projekly – Project Management, CRM, HR & Invo event is scheduled, and post it in Slack
Scheduled events in Projekly – Project Management, CRM, HR & Invo instantly sync to Clinked and notify your team in Slack.
P
C
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Use Claude to summarise new Projekly – Project Management, CRM, HR & Invo tasks, create a Clinked task, and post the brief in Slack
AI summarises new tasks from Projekly – Project Management, CRM, HR & Invo before creating a Clinked task and notifying Slack.

Supported triggers and actions for Clinked and Projekly – Project Management, CRM, HR & Invo

Mix and match to build the exact automation you need

Clinked
Clinked Triggers & Actions
No trigger is available
Create event in Clinked
Adds a new contact to the contact list
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Create folder in Clinked
Creates a new folder in the designated location
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Create task in Clinked
Creates a new task
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Upload file in Clinked
Uploads a file to the particular location
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Create group in Clinked
Creates a new group based on particular criteria
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Projekly – Project Management, CRM, HR & Invo
Projekly – Project Management, CRM, HR & Invo Triggers & Actions
Client is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new client is created
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Lead is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new lead is created
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Event is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new event is created
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Invoice is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new invoice is created
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Task is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new task is created
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Project is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new project is created
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Product is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new product is created
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Update product in Projekly – Project Management, CRM, HR & Invo
Updates a product
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Search product in Projekly – Project Management, CRM, HR & Invo
Searches for a product
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Update project in Projekly – Project Management, CRM, HR & Invo
Updates a project
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Search project in Projekly – Project Management, CRM, HR & Invo
Searches for a project
Try it →
Update invoice in Projekly – Project Management, CRM, HR & Invo
Updates an invoice
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Search invoice in Projekly – Project Management, CRM, HR & Invo
Searches for an invoice
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Create event in Projekly – Project Management, CRM, HR & Invo
Creates a new event
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Create invoice in Projekly – Project Management, CRM, HR & Invo
Creates a new invoice
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Create task in Projekly – Project Management, CRM, HR & Invo
Creates a new task
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Create project in Projekly – Project Management, CRM, HR & Invo
Creates a new project
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Create product in Projekly – Project Management, CRM, HR & Invo
Creates a new product
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Create client in Projekly – Project Management, CRM, HR & Invo
Creates a new client
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Create ticket in Projekly – Project Management, CRM, HR & Invo
Creates a new ticket
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Create employee in Projekly – Project Management, CRM, HR & Invo
Creates a new employee
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Create lead in Projekly – Project Management, CRM, HR & Invo
Creates a new lead
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What can you automate with Clinked + Projekly – Project Management, CRM, HR & Invo?

Streamline client communication, task management, and data synchronization between your CRM and portal.

What you can automate?
Sync Projects to Clinked Tasks Automatically
Trigger task creation in Clinked the moment a new project or task is generated in Projekly – Project Management, CRM, HR & Invo. Eliminate manual copying and keep internal teams aligned.
📋
Capture Every Submitted Field Accurately
Map all available details from Projekly – Project Management, CRM, HR & Invo leads and invoices into Clinked fields instead of basic names and emails.
🔔
Notify Your Team Instantly
Send instant notifications to team members or channels the moment a client interaction or project milestone occurs.
🔀
Route Workflows Based on Criteria
Direct tasks and notifications to specific groups or channels depending on submitted fields like project type or lead tier.
🔄
Keep Portal Records Up to Date
Update existing Clinked tasks and folders automatically whenever project details change in Projekly – Project Management, CRM, HR & Invo.
🛡️
Prevent Duplicate Records
Search for existing client groups and folders before creating new ones to maintain clean data across your portal.
💰
Handle Invoices and Financial Status Changes
Track newly created invoices in Projekly – Project Management, CRM, HR & Invo and sync billing records directly into your Clinked workspace.
💬
Extend Workflows to Slack and Beyond
Connect your core pair with Slack, HubSpot, or Google Drive to trigger downstream notifications and file archiving automatically.
And much more...

Who is Clinked + Projekly – Project Management, CRM, HR & Invo integration for?

Teams managing client communications, project tracking, and CRM data rely on this integration to eliminate manual handoffs and keep portal records updated.

Business Analysts
Business Analysts
Account Executives
Account Executives
Client Success Managers
Client Success Managers
Operations Leads
Operations Leads
Project Coordinators
Project Coordinators
Compliance Officers
Compliance Officers
📈
Business Analysts
You're reviewing portal metrics in Clinked but your reporting sheet only updates when someone manually exports project data, so the task counts you're tracking against are always a few hours behind — with this integration, every new project lands in your workspace instantly and your data stays current.
Account Executives
You're closing deals in Projekly – Project Management, CRM, HR & Invo but waiting for administrative staff to set up client portals in Clinked, so your onboarding notifications go out too late — with this integration, every new lead triggers portal groups instantly and your communication begins right away.
🤝
Client Success Managers
You're answering client inquiries in Clinked while manually checking task statuses in Projekly – Project Management, CRM, HR & Invo, so your progress updates are always delayed — with this integration, every task update syncs automatically and your clients see accurate progress.
📊
Operations Leads
You're managing high volumes of client requests in Projekly – Project Management, CRM, HR & Invo but copying data into Clinked by hand, so administrative backlogs slow down your workflow — with this integration, every submission creates portal tasks automatically and your team keeps pace.
🎯
Project Coordinators
You're waiting on upstream CRM handoffs in Projekly – Project Management, CRM, HR & Invo before creating project folders in Clinked, so project kickoff is constantly delayed — with this integration, every project creation triggers folder setups instantly and execution starts on time.
📁
Compliance Officers
You're auditing client records across multiple systems but keep finding gaps between your CRM and portal files, so compliance reporting is unreliable — with this integration, every transaction logs securely across platforms and your audit trail remains complete.
Our team

Ready Workflows Did you know?

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Why choose Integrately to automate Clinked + Projekly – Project Management, CRM, HR & Invo

Build and manage your Clinked + Projekly – Project Management, CRM, HR & Invo automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Clinked + Projekly – Project Management, CRM, HR & Invo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Clinked to Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
You can connect Clinked to Projekly – Project Management, CRM, HR & Invo in 1 click using ready-made templates or ask Integrately AI to build the integration for you. It takes just minutes to set up alongside apps like Slack, HubSpot, and Google Drive with no coding required.
Can I automatically create a Clinked task when a new project is created in Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
Can I connect Clinked, Projekly – Project Management, CRM, HR & Invo, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clinked and Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
How are project details and client records handled between Clinked and Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
Can I sync invoices and billing records from Projekly – Project Management, CRM, HR & Invo to Clinked?
Frequently Asked Questions
Do I need coding skills to automate Clinked and Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
Is the Clinked and Projekly – Project Management, CRM, HR & Invo integration free?
Frequently Asked Questions
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