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

Integrate Flowlu to Projekly – Project Management, CRM, HR & Invo in one click, or tell Integrately AI how you want each project handled. Sync task details, update your project boards, alert your team, and track every deliverable automatically.

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1.
  • Flowlu
    Task is created in Flowlu Instant
  • Flowlu
    Task is updated in Flowlu Instant
  • Flowlu
    Task list is created in Flowlu Instant
  • Flowlu
    Task is deleted in Flowlu Instant
  • Flowlu
    Task list is updated in Flowlu Instant
  • Flowlu
    Task list is deleted in Flowlu Instant
  • Flowlu
    Task follower is created in Flowlu Instant
  • Flowlu
    Task follower is deleted in Flowlu Instant
  • Flowlu
    Opportunity is created in Flowlu Instant
  • Flowlu
    Opportunity is updated in Flowlu Instant
  • Flowlu
    CRM Account is created in Flowlu Instant
  • Flowlu
    CRM Account is updated in Flowlu Instant
  • Flowlu
    CRM Account is deleted in Flowlu Instant
  • Flowlu
    Project is created in Flowlu Instant
  • Flowlu
    Project is updated in Flowlu Instant
  • Flowlu
    Project is deleted in Flowlu Instant
  • Flowlu
    Invoice is created in Flowlu Instant
  • Flowlu
    Invoice is updated in Flowlu Instant
  • Flowlu
    Organization is created in Flowlu Instant
  • Flowlu
    Organization is updated in Flowlu Instant
  • Flowlu
    Product is created in Flowlu Instant
  • Flowlu
    Product is updated in Flowlu Instant
  • Flowlu
    Product is deleted in Flowlu Instant
  • Flowlu
    Estimate is updated in Flowlu Instant
  • Flowlu
    Estimate is created in Flowlu Instant
  • Projekly – Project Management, CRM, HR & Invo
    Lead 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
  • 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
Arrow Right
2.
  • Flowlu
    Create invoice item in Flowlu
  • Flowlu
    Search opportunity source in Flowlu
  • Flowlu
    Create task in Flowlu
  • Flowlu
    Update task in Flowlu
  • Flowlu
    Search task in Flowlu
  • Flowlu
    Delete task in Flowlu
  • Flowlu
    Search core user in Flowlu
  • Flowlu
    Create opportunity in Flowlu
  • Flowlu
    Update opportunity in Flowlu
  • Flowlu
    Search opportunity in Flowlu
  • Flowlu
    Add email to CRM account in Flowlu
  • Flowlu
    Search CRM account in Flowlu
  • Flowlu
    Get CRM account by id in Flowlu
  • Flowlu
    Search contact in Flowlu
  • Flowlu
    Search email in Flowlu
  • Flowlu
    Search organization in Flowlu
  • Flowlu
    Delete opportunity in Flowlu
  • Flowlu
    Update email to CRM account in Flowlu
  • Flowlu
    Delete email from CRM account in Flowlu
  • Flowlu
    Get email by id in Flowlu
  • Flowlu
    Get project by id in Flowlu
  • Flowlu
    Get task by id in Flowlu
  • Flowlu
    Get opportunity by id in Flowlu
  • Flowlu
    Delete CRM account in Flowlu
  • Flowlu
    Create contact in Flowlu
  • Flowlu
    Update contact in Flowlu
  • Flowlu
    Create project in Flowlu
  • Flowlu
    Update project in Flowlu
  • Flowlu
    Search project in Flowlu
  • Flowlu
    Delete project in Flowlu
  • Flowlu
    Create organization in Flowlu
  • Flowlu
    Update organization in Flowlu
  • Flowlu
    Create estimate in Flowlu
  • Flowlu
    Add Tag to CRM account in Flowlu
  • Flowlu
    Add Tag to Agile issue in Flowlu
  • Flowlu
    Create invoices in Flowlu
  • Projekly – Project Management, CRM, HR & Invo
    Create lead 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 ticket 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 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
    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

Trusted by experts at...

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

Create projects, sync tasks, update project records, alert your team, and track deliverables, all in just one click.

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

Create Flowlu 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 - Flowlu integration come to your rescue. It automatically creates a new task in Flowlu 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 + Flowlu Integration

Create Flowlu 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 - Flowlu integration, anytime a new Projekly client is created, an Flowlu 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 – Project Management, CRM, HR & Invo + Flowlu Integration

Create Flowlu task for new Projekly client

Projekly and Flowlu 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 Flowlu? 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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Flowlu + Projekly – Project Management, CRM, HR & Invo Integration

Create Projekly task for new Flowlu 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 Flowlu - Projekly integration come to your rescue. It automatically creates a new task in Projekly whenever a new task is created in Flowlu. 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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Flowlu + Projekly – Project Management, CRM, HR & Invo Integration

Create Projekly task for new Flowlu opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Projekly to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Flowlu? Well now there is!

With our integration between Flowlu and Projekly, creating task in Projekly is now easier than ever. Whenever a opportunity is created in Flowlu, you can automatically create a corresponding task in Projekly to keep your team up-to-date.
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Got a different task in mind? Describe it

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

Send instant team notifications, log records in storage, sync customer data, and create follow-up tasks across your favourite business tools. Pick a combination and activate it in one click.

Flowlu
Projekly – Project Management, CRM, HR & Invo
+
SlackSlack (4)
+
GmailGmail (3)
+
Google DriveGoogle Drive (3)
+
HubspotHubspot (3)
+
AsanaAsana (3)
+
StripeStripe (3)
F
P
S
Create a Projekly – Project Management, CRM, HR & Invo project when a new Flowlu project is created, and notify your team in Slack
New Flowlu projects appear instantly in Projekly – Project Management, CRM, HR & Invo and your team hears about it in Slack, so nobody misses a project kickoff.
F
P
S
When a new task is created in Flowlu, log it in Projekly – Project Management, CRM, HR & Invo and alert your team in Slack
Keep your project teams updated by pushing new Flowlu tasks straight into Projekly – Project Management, CRM, HR & Invo and announcing them in Slack.
F
P
S
Create a Projekly – Project Management, CRM, HR & Invo invoice when a Flowlu invoice is created, and post a summary in Slack
Financial records stay consistent when every Flowlu invoice generates a Projekly – Project Management, CRM, HR & Invo invoice and notifies your finance channel in Slack.
F
P
S
When a Flowlu CRM account is created, add it to Projekly – Project Management, CRM, HR & Invo and notify your sales channel in Slack
New CRM accounts in Flowlu automatically populate in Projekly – Project Management, CRM, HR & Invo while notifying your sales team in Slack.

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

Mix and match to build the exact automation you need

Flowlu
Flowlu Triggers & Actions
Instant
Task is created in Flowlu
Triggers the automation when a new task is created
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Instant
Task is updated in Flowlu
Triggers the automation when any task is updated
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Instant
Task list is created in Flowlu
Triggers the automation when a new task list is created
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Instant
Task is deleted in Flowlu
Triggers the automation when a task is deleted
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Instant
Task list is updated in Flowlu
Triggers the automation when a task list is updated
Try it →
Instant
Task list is deleted in Flowlu
Triggers the automation when a task list is deleted
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Instant
Task follower is created in Flowlu
Triggers the automation when a new follower is added to the task
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Instant
Task follower is deleted in Flowlu
Triggers the automation when a task follower is removed from a particular task
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Instant
Opportunity is created in Flowlu
Triggers the automation when any opportunity is updated
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Instant
Opportunity is updated in Flowlu
Triggers the automation when any opportunity is updated
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Instant
CRM Account is created in Flowlu
Triggers the automation when a new CRM Account is created
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Instant
CRM Account is updated in Flowlu
Triggers the automation when a CRM Account is updated
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Instant
CRM Account is deleted in Flowlu
Triggers the automation when a CRM Account is deleted
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Instant
Project is created in Flowlu
Triggers the automation when a new project is created
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Instant
Project is updated in Flowlu
Triggers the automation when a project is updated
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Instant
Project is deleted in Flowlu
Triggers the automation when a project is deleted
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Instant
Invoice is created in Flowlu
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Flowlu
Triggers the automation when an invoice is updated
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Instant
Organization is created in Flowlu
Triggers the automation when a new organization is created
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Instant
Organization is updated in Flowlu
Triggers the automation when any organization's profile is modified
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Instant
Product is created in Flowlu
Triggers the automation when a new product is created
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Instant
Product is updated in Flowlu
Triggers the automation when a product is updated
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Instant
Product is deleted in Flowlu
Triggers the automation when a product is deleted
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Instant
Estimate is updated in Flowlu
Triggers the automation when any estimate is modified
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Instant
Estimate is created in Flowlu
Triggers the automation when a new estimate is created
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Create invoice item in Flowlu
Generates and add a new item to an invoice
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Search opportunity source in Flowlu
Try it →
Create task in Flowlu
Creates a new task
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Update task in Flowlu
Updates the task with new information or changes
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Search task in Flowlu
Searches for a task
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Delete task in Flowlu
Removes a particular task
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Search core user in Flowlu
Searches for a core user
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Create opportunity in Flowlu
Creates a new instance of the support system
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Update opportunity in Flowlu
Updates the opportunity details as needed
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Search opportunity in Flowlu
Searches for a opportunity
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Add email to CRM account in Flowlu
Adds new email addresses to the crm account for streamlined contact management
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Search CRM account in Flowlu
Searches for a crm account
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Get CRM account by id in Flowlu
Retrieve a crm account by its id
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Search contact in Flowlu
Finds and retrieves contact information
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Search email in Flowlu
Scan email inbox for keywords or sender
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Search organization in Flowlu
Finds and retrieves information about a organization
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Delete opportunity in Flowlu
Removes a opportunity from the system
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Update email to CRM account in Flowlu
Updates an email to a crm account
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Delete email from CRM account in Flowlu
Deletes the selected email from the crm account
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Get email by id in Flowlu
Retrieves an email by its id
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Get project by id in Flowlu
Retrieves project information using the project id
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Get task by id in Flowlu
Retrieves a task using its id
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Get opportunity by id in Flowlu
Retrieves a opportunity's details by its id
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Delete CRM account in Flowlu
Removes a contact from the crm
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Create contact in Flowlu
Adds a new contact to the database
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Update contact in Flowlu
Updates contact information with new details
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Create project in Flowlu
Creates a new project
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Update project in Flowlu
Updates project information
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Search project in Flowlu
Searches for a project
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Delete project in Flowlu
Removes a project from the system
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Create organization in Flowlu
Generates a new invoice
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Update organization in Flowlu
Updates organization information
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Create estimate in Flowlu
Adds a new contact to the contact list
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Add Tag to CRM account in Flowlu
Categorize crm account with relevant tag
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Add Tag to Agile issue in Flowlu
Assigns tags to agilecrm issues for better organization and tracking
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Create invoices in Flowlu
Generates invoices and send them to clients
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Projekly – Project Management, CRM, HR & Invo
Projekly – Project Management, CRM, HR & Invo Triggers & Actions
Lead is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new lead 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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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
Try it →
Event is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new event is created
Try it →
Create lead in Projekly – Project Management, CRM, HR & Invo
Creates a new lead
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Create employee in Projekly – Project Management, CRM, HR & Invo
Creates a new employee
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Create ticket in Projekly – Project Management, CRM, HR & Invo
Creates a new ticket
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Create client in Projekly – Project Management, CRM, HR & Invo
Creates a new client
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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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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
Try it →
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
Try it →
Search invoice in Projekly – Project Management, CRM, HR & Invo
Searches for an invoice
Try it →
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
Try it →

What can you automate with Flowlu + Projekly – Project Management, CRM, HR & Invo?

Streamline your digital workplace and project operations by automating data syncs across Flowlu and Projekly – Project Management, CRM, HR & Invo.

What you can automate?
🚀
Sync new projects instantly across platforms
Create a project in Projekly – Project Management, CRM, HR & Invo automatically whenever a new project is initialized in Flowlu, keeping both teams perfectly aligned.
📋
Capture every submitted task field
Map all available task parameters and descriptions from Flowlu straight into Projekly – Project Management, CRM, HR & Invo without dropping critical instructions.
🔔
Alert your team the moment work arrives
Trigger instant notifications in messaging tools or email channels as soon as new records or tasks are created in either application.
🔀
Route records based on custom criteria
Send priority projects and accounts to specific team boards depending on the submitted tier or category fields.
🔄
Keep project and task records up to date
Ensure task modifications and status updates in Flowlu instantly reflect in Projekly – Project Management, CRM, HR & Invo.
🔍
Add or update records without duplicates
Search existing client accounts and projects before creating entries to maintain a clean database across both platforms.
💳
Manage invoices and billing statuses
Automatically generate Projekly – Project Management, CRM, HR & Invo invoices whenever new financial records or invoices are created in Flowlu.
🌐
Extend your workflow to external apps
Connect Flowlu and Projekly – Project Management, CRM, HR & Invo with Slack, Google Drive, HubSpot, or Asana to build multi-step operational pipelines.
And much more...

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

Project managers, team leads, and operations directors who need to keep projects, tasks, and client workflows aligned across multiple platforms without manual copy-pasting.

Operations Directors
Operations Directors
Project Managers
Project Managers
Client Success Leads
Client Success Leads
Operations Teams
Operations Teams
Team Leads
Team Leads
Business Analysts
Business Analysts
📈
Operations Directors
You oversee multiple project boards but your status reports only reflect updates when someone manually exports records, so the metrics you review are always a few hours behind — with this integration, every project and task update syncs instantly and your operational data stays current.
Project Managers
You need to act fast on new client kickoffs, but you find out about new project filings too late because team handovers rely on manual messaging — automating both apps means every new task and project record triggers immediately without delay.
🤝
Client Success Leads
You answer to stakeholders who want to see live progress reports, but mismatched workspace records lead to conflicting milestone updates — connecting these apps means your project timelines and client accounts remain completely transparent.
📊
Operations Teams
The volume of daily tasks and invoices is too high for anyone to keep up by hand, leading to missed follow-ups and duplicated entries — with this integration, every record flows smoothly from Flowlu into Projekly – Project Management, CRM, HR & Invo without manual intervention.
👥
Team Leads
You own the delivery phase and depend on sales or administrative teams to hand over account details, but information gets lost between systems — integrating these apps means every new CRM account and project handoff is delivered automatically.
🗂️
Business Analysts
You need a reliable audit history for billing and project milestones, but keep finding gaps caused by manual data entry errors — automating both apps means every invoice and task is logged accurately every single time.
Our team

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

Build and manage your Flowlu + 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 Flowlu + 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.
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Frequently Asked Questions

How do I connect Flowlu to Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
You can connect Flowlu to Projekly – Project Management, CRM, HR & Invo in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation and map the fields.
Can I automatically sync new projects between Flowlu and Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
Can I connect Flowlu, Projekly – Project Management, CRM, HR & Invo, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Flowlu and Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
How are task updates handled between Flowlu and Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
Can I transfer invoice records from Flowlu to Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
Do I need coding skills to automate Flowlu and Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
Is the Flowlu and Projekly – Project Management, CRM, HR & Invo integration free?
Frequently Asked Questions
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