Firmao + Projekly Integration

Connect Firmao to Projekly in 1 click

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1.
  • Firmao
    Customer is created in Firmao
  • Firmao
    Task is created in Firmao
  • Projekly
    Project is created in Projekly
  • Projekly
    Lead is created in Projekly
  • Projekly
    Event is created in Projekly
  • Projekly
    Invoice is created in Projekly
  • Projekly
    Task is created in Projekly
  • Projekly
    Client is created in Projekly
  • Projekly
    Product is created in Projekly
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2.

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Ready Workflows Ready Workflows   for Firmao + Projekly Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Projekly + Firmao Integration

Create Firmao task for new Projekly client

In Projekly, when you create a client, it automatically creates a task in Firmao for that client. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular client on their client profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Firmao + Projekly Integration

Create Projekly task for new Firmao task

Firmao provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Firmao. Projekly is a great tool for this.

All you need to do is - integrate Projekly with Firmao to create task in Projekly automatically when certain task occur in Firmao. This can save you time by not having to manually create tasks in both systems.
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Automations

Top 10 Most Popular Firmao Automations from
Integrately Community

Just click on the workflow you want to automate

Firmao logo
WordPress logo
Create WordPress post for new Firmao task
Activate
Firmao logo
Salesforce logo
Create Salesforce record for new Firmao customer
Activate
Firmao logo
WhatsApp logo
Send WhatsApp message for new Firmao task
Activate
Firmao logo
sendSMS logo
Send sendSMS message for new Firmao task
Activate
Firmao logo
WhatsApp logo
Send WhatsApp message for new Firmao customer
Activate
Firmao logo
WordPress logo
Create WordPress post for new Firmao task
Activate
Firmao logo
Salesforce logo
Create Salesforce record for new Firmao customer
Activate
Firmao logo
WhatsApp logo
Send WhatsApp message for new Firmao task
Activate
Firmao logo
sendSMS logo
Send sendSMS message for new Firmao task
Activate
Firmao logo
WhatsApp logo
Send WhatsApp message for new Firmao customer
Activate
Firmao logo
Nudgify logo
Send Nudgify notification for new Firmao task
Firmao logo
WaTrend logo
Send WaTrend message for new Firmao task
Firmao logo
Vybit Notifications logo
Send Vybit Notifications vybit for new Firmao task
Firmao logo
easybill logo
Create easybill task for new Firmao task
Firmao logo
TickTick logo
Create TickTick task for new Firmao task
Firmao logo
Nudgify logo
Send Nudgify notification for new Firmao task
Firmao logo
WaTrend logo
Send WaTrend message for new Firmao task
Firmao logo
Vybit Notifications logo
Send Vybit Notifications vybit for new Firmao task
Firmao logo
easybill logo
Create easybill task for new Firmao task
Firmao logo
TickTick logo
Create TickTick task for new Firmao task

Top 10 Most Popular Projekly Automations from
Integrately Community

Most popularmost-popular-automations
01
Projekly logo
Google Sheets logo
Create Google Sheets row for new Projekly client
02
Projekly logo
Google Sheets logo
Create Google Sheets row for new Projekly task
03
Google Sheets logo
Projekly logo
Create Projekly client for new Google Sheets row
04
Google Sheets logo
Projekly logo
Create Projekly task for new Google Sheets row
05
Google Sheets logo
Projekly logo
Create Projekly employee for new Google Sheets row
cloud
Projekly
app integration
06
Projekly logo
Audienceful logo
Create Audienceful person for new Projekly client
07
Projekly logo
2Chat logo
Create 2Chat contact for new Projekly client
08
Projekly logo
2Chat logo
Send 2Chat message for new Projekly task
09
Projekly logo
2Chat logo
Send 2Chat message for new Projekly client
10
HappyFox logo
Projekly logo
Create Projekly task for new HappyFox ticket
How Integrately Works?

How Integrately Works?

1
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2
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Firmao or Projekly With 1400+ Other Apps

Firmao
Firmao
Firmao is web-based software that allows you to organize your business information. It helps create quotes and invoices, manage projects and tasks, integrate with a live chat widget, track leads and clients, and much more. Best of all, it's easy to use!
Projekly
Projekly
Projekly simplifies project management with tools for task tracking, team collaboration, and workflow automation. Streamline your business operations with Projekly’s all-in-one platform.