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

Integrate FastSpring to Projekly – Project Management, CRM, HR & Invo in one click, or tell Integrately AI how you want each order handled. Turn completed orders into projects and tasks, update your workspace, and track client fulfilment automatically.

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1.
  • FastSpring
    Order is completed in FastSpring Instant
  • FastSpring
    Order is failed in FastSpring Instant
  • FastSpring
    Subscription charge is completed in FastSpring Instant
  • FastSpring
    Subscription charge is failed in FastSpring Instant
  • FastSpring
    Mailing list entry is updated in FastSpring Instant
  • FastSpring
    Mailing list entry is removed in FastSpring Instant
  • FastSpring
    Payout entry is created in FastSpring Instant
  • FastSpring
    Subscription payment reminder in FastSpring Instant
  • FastSpring
    Subscription trial reminder in FastSpring Instant
  • FastSpring
    Return is created in FastSpring Instant
  • FastSpring
    Subscription is activated in FastSpring Instant
  • FastSpring
    Subscription is updated in FastSpring Instant
  • FastSpring
    Subscription is deactivated in FastSpring Instant
  • FastSpring
    Subscription is canceled in FastSpring Instant
  • FastSpring
    Subscription is uncanceled in FastSpring Instant
  • Projekly – Project Management, CRM, HR & Invo
    Product is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Client 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
    Task 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
    Event 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
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2.
  • Projekly – Project Management, CRM, HR & Invo
    Create event 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 project 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 invoice 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
    Search invoice 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 project 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 product in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Update product 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 FastSpring + Projekly – Project Management, CRM, HR & Invo Integration

Capture orders, create projects, log client records, update workspace tasks, and notify your team, all in just one click.

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

Create Projekly client from new FastSpring order

As an online store owner, you're likely using FastSpring to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' client information.

But did you know that you can easily integrate FastSpring with Projekly? This integration will allow you to automatically create a client for each new order in Projekly.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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FastSpring + Projekly – Project Management, CRM, HR & Invo Integration

Create Projekly task for new FastSpring charge

If you're using FastSpring to process your payments, you can easily create task in Projekly for each charge. This will help you keep track of what needs to be done with each payment and ensure that everything is completed in a timely manner.

Creating a task for each charge will also allow you to more easily track your payments and budget. To get started, simply click activate and connect your FastSpring and Projekly accounts, and we'll take care of the rest!
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FastSpring + Projekly – Project Management, CRM, HR & Invo Integration

Create Projekly task for new FastSpring order

To stay on top of the new FastSpring orders, task creation in Projekly is essential. For example, entering FastSpring orders into inventory systems and keeping track of customers' shipping expectations can help streamline productivity. Additionally, setting up robust processes to ensure the timely delivery of goods and accurate order processing will keep customers satisfied.

With an organized system in place for managing FastSpring orders, businesses will have an easier time reaching success. Finally, businesses must also stay up-to-date on trends and consumer behavior. By understanding customer interests and needs, project managers can better determine the resources necessary to meet their expectations.

This deepened level of insight will help ensure that businesses are providing customers with the best possible shopping experience. With these strategies in place, businesses will be well-equipped to manage their FastSpring orders and stay competitive.
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FastSpring + Projekly – Project Management, CRM, HR & Invo Integration

Create Projekly client from new FastSpring charge

If you've been using FastSpring to power your online payments, you'll be happy to know that integration with Projekly will make it even easier for you to keep track of your payments and client.

With this integration, when a charge is added in FastSpring, a client will automatically be created in Projekly. This makes it easy to keep track of your payments and client data all in one place.

So if you're already using FastSpring and Projekly, be sure to check it out!
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Connect more apps to your FastSpring + Projekly – Project Management, CRM, HR & Invo flow

Keep your sales, finance, and support tools aligned as orders complete and projects scale. Pick a combination and activate it in one click.

FastSpring
Projekly – Project Management, CRM, HR & Invo
+
StripeStripe (4)
+
ShopifyShopify (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
+
HubSpotHubSpot (4)
F
P
S
Create a Projekly project when a FastSpring order is completed, and record the payment in Stripe
Completed FastSpring orders instantly trigger a new project in Projekly – Project Management, CRM, HR & Invo while logging the transaction in Stripe.
F
P
S
When a FastSpring subscription fails, create a task in Projekly – Project Management, CRM, HR & Invo and flag the customer in Stripe
Failed subscriptions in FastSpring trigger follow-up tasks in Projekly – Project Management, CRM, HR & Invo and update customer statuses in Stripe.
F
P
S
Create a client in Projekly – Project Management, CRM, HR & Invo when a FastSpring subscription is activated, and create a customer in Stripe
New active subscriptions in FastSpring automatically establish client profiles in Projekly – Project Management, CRM, HR & Invo and Stripe.
F
P
S
When a FastSpring return is created, update the Projekly project and log a refund in Stripe
Refunds and returns in FastSpring update corresponding Projekly projects and record the financial adjustment in Stripe.

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

Mix and match to build the exact automation you need

FastSpring
FastSpring Triggers & Actions
Instant
Order is completed in FastSpring
Triggers the automation when any order is completed
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Instant
Order is failed in FastSpring
Triggers the automation when an order fails
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Instant
Subscription charge is completed in FastSpring
Triggers the automation when a subscription charge is completed
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Instant
Subscription charge is failed in FastSpring
Triggers the automation when a subscription charge fails
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Instant
Mailing list entry is updated in FastSpring
Triggers the automation when a subscriber's details are modified
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Instant
Mailing list entry is removed in FastSpring
Triggers the automation when a subscriber is removed from a mailing list
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Instant
Payout entry is created in FastSpring
Triggers the automation when a new payout entry is created
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Instant
Subscription payment reminder in FastSpring
Triggers the automation when a subscription payment reminder is sent
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Instant
Subscription trial reminder in FastSpring
Triggers the automation when a subscription trial reminder is sent
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Instant
Return is created in FastSpring
Triggers the automation when a return is created
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Instant
Subscription is activated in FastSpring
Triggers the automation when a subscription is activated
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Instant
Subscription is updated in FastSpring
Triggers the automation when a subscription is updated
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Instant
Subscription is deactivated in FastSpring
Triggers the automation when a subscription is deactivated
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Instant
Subscription is canceled in FastSpring
Triggers the automation when a subscription is canceled
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Instant
Subscription is uncanceled in FastSpring
Triggers the automation when a subscription that was previously canceled is uncanceled
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No action is available
Projekly – Project Management, CRM, HR & Invo
Projekly – Project Management, CRM, HR & Invo Triggers & Actions
Product is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new product is created
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Client is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new client 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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Task is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new task 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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Event is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new event 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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Create event in Projekly – Project Management, CRM, HR & Invo
Creates a new event
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Create product in Projekly – Project Management, CRM, HR & Invo
Creates a new product
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Create project in Projekly – Project Management, CRM, HR & Invo
Creates a new project
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Create task in Projekly – Project Management, CRM, HR & Invo
Creates a new task
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Create invoice in Projekly – Project Management, CRM, HR & Invo
Creates a new invoice
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Create client in Projekly – Project Management, CRM, HR & Invo
Creates a new client
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Search invoice in Projekly – Project Management, CRM, HR & Invo
Searches for an invoice
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Update invoice in Projekly – Project Management, CRM, HR & Invo
Updates an invoice
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Search project in Projekly – Project Management, CRM, HR & Invo
Searches for a project
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Update project in Projekly – Project Management, CRM, HR & Invo
Updates a project
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Search product in Projekly – Project Management, CRM, HR & Invo
Searches for a product
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Update product in Projekly – Project Management, CRM, HR & Invo
Updates a product
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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 FastSpring + Projekly – Project Management, CRM, HR & Invo?

Streamline your order processing and project delivery with automated workflows connecting FastSpring and Projekly – Project Management, CRM, HR & Invo.

What you can automate?
🎯
Create projects from completed orders
Automatically generate a new project in Projekly – Project Management, CRM, HR & Invo whenever an order is completed in FastSpring. Eliminate manual setup and start client work immediately.
📝
Capture complete order parameters
Map all submitted customer details, order items, and billing data directly into your Projekly – Project Management, CRM, HR & Invo records. Keep every relevant detail organized for your team.
🔔
Alert your team instantly on new sales
Notify your operations or project team the moment a new FastSpring subscription activates. Ensure everyone knows when new business arrives without checking dashboards manually.
🔀
Route tasks based on order value
Create different project templates or assign specific priority tasks in Projekly – Project Management, CRM, HR & Invo depending on the order tier or product purchased in FastSpring.
🔄
Keep project statuses up to date
Automatically update project stages in Projekly – Project Management, CRM, HR & Invo when subscription updates or order changes occur in FastSpring.
👥
Prevent duplicate client creation
Search existing workspace records before creating new clients or contacts in Projekly – Project Management, CRM, HR & Invo upon every FastSpring subscription event.
⚠️
Handle subscription failures and returns
Trigger follow-up tasks when a subscription payment fails or a return is created in FastSpring, updating your project workflows and records without manual tracking.
🔌
Extend your workflow with Slack
Connect FastSpring and Projekly – Project Management, CRM, HR & Invo with Slack to post automated project announcements and billing alerts directly to your team channels.
And much more...

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

Connecting FastSpring and Projekly – Project Management, CRM, HR & Invo empowers teams to streamline order fulfilment, project tracking, and client onboarding efficiently.

Operations Managers
Operations Managers
Customer Success Leads
Customer Success Leads
Project Coordinators
Project Coordinators
Sales Directors
Sales Directors
Account Managers
Account Managers
Finance Specialists
Finance Specialists
📈
Operations Managers
You oversee order processing and project delivery across platforms, but manual data entry causes delays that leave your pipeline tracking inaccurate — with this integration, every completed order creates a project instantly and your workspace data stays current.
Customer Success Leads
You need to act fast when subscriptions activate or fail, but you find out about billing issues too late to prevent churn — with this integration, failed charges open recovery tasks automatically and your team responds right away.
📋
Project Coordinators
You answer to clients who want to see immediate progress after purchasing, but manual task creation slows down onboarding — automating both apps means every new order generates tasks instantly and project kickoffs happen without friction.
🚀
Sales Directors
The order volume is too high for anyone to keep up with manual CRM updates, leading to missed client records — connecting these apps means every subscriber is logged as a client automatically and your pipeline remains complete.
💼
Account Managers
You own client relationships and depend on someone upstream to hand over order details, but communication gaps delay project starts — this integration means order completions trigger client profiles instantly and handovers happen without delays.
🔍
Finance Specialists
You need a reliable history of transactions and keep finding gaps between sales platforms and project records — with this integration, every order and return updates project and financial logs simultaneously so your audit trail is never broken.
Our team

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

Build and manage your FastSpring + 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 FastSpring + Projekly – Project Management, CRM, HR & Invo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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24x5 Live Chat Support
24x5 Live Chat Support
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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.
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Frequently Asked Questions

How do I connect FastSpring to Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
You can connect FastSpring to Projekly – Project Management, CRM, HR & Invo in 1-click using ready workflows on Integrately. Choose a pre-built template, or ask Integrately AI to build the automation and map the fields for your exact requirements.
Can I automatically create a project in Projekly when a FastSpring order is completed?
Frequently Asked Questions
Can I connect FastSpring, Projekly – Project Management, CRM, HR & Invo, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for FastSpring and Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
How do subscription activations in FastSpring sync with Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
Can I handle subscription payment failures between FastSpring and Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
Do I need coding skills to automate FastSpring and Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
Is the FastSpring and Projekly – Project Management, CRM, HR & Invo integration free?
Frequently Asked Questions
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