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

Q: Can I automatically create a task in Projekly when a card is created in Projectplace?

You can create a task in Projekly – Project Management, CRM, HR & Invo automatically whenever a new card is created in Projectplace. Start from the ready automation or customise the flow using Integrately AI.

Q: Can I connect Projectplace, Projekly – Project Management, CRM, HR & Invo, and Slack?

You can connect Projectplace, Projekly – Project Management, CRM, HR & Invo, and Slack in a single multi-app workflow to sync project tasks and notify your channel instantly, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Projectplace and Projekly – Project Management, CRM, HR & Invo?

Most alternatives lack 24/5 live support and instant AI workflow building, but Integrately provides 20 million+ templates and 1-click setup for your Projectplace and Projekly – Project Management, CRM, HR & Invo integration.

Q: How does Projectplace handle card creation events in automations?

When a card is created in Projectplace, it triggers your connected automation to create tasks or update records in Projekly – Project Management, CRM, HR & Invo without manual export steps.

Q: Can Projekly – Project Management, CRM, HR & Invo trigger actions when new tasks or leads are created?

When a task or lead is created in Projekly – Project Management, CRM, HR & Invo, it can trigger downstream actions like creating cards in Projectplace or sending email notifications.

Q: Do I need coding skills to automate Projectplace and Projekly – Project Management, CRM, HR & Invo?

You do not need any coding skills to connect Projectplace and Projekly – Project Management, CRM, HR & Invo. Use 1-click ready templates or let Integrately AI build your automation.

Q: Is the Projectplace and Projekly – Project Management, CRM, HR & Invo integration free?

You can start your Projectplace and Projekly – Project Management, CRM, HR & Invo integration on a free forever plan available on Integrately.

Integrate Projectplace to Projekly – Project Management, CRM, HR & Invo in one click, or tell Integrately AI how you want each task handled. Track work across platforms, create tasks, update projects, and align your team automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Card is created in Projectplace
Card is moved to done/last column in Projectplace
Product is created in Projekly – Project Management, CRM, HR & Invo
Lead is created in Projekly – Project Management, CRM, HR & Invo
Event is created in Projekly – Project Management, CRM, HR & Invo
Invoice is created in Projekly – Project Management, CRM, HR & Invo
Task is created in Projekly – Project Management, CRM, HR & Invo
Project is created in Projekly – Project Management, CRM, HR & Invo
Client is created in Projekly – Project Management, CRM, HR & Invo

Create card in Projectplace
Create a card on an existing activity in Projectplace
Search card by name in Projectplace
Add reported time to a card in Projectplace
Create board in Projectplace
Create project in Projectplace
Update product in Projekly – Project Management, CRM, HR & Invo
Search product in Projekly – Project Management, CRM, HR & Invo
Update project in Projekly – Project Management, CRM, HR & Invo
Search project in Projekly – Project Management, CRM, HR & Invo
Update invoice in Projekly – Project Management, CRM, HR & Invo
Search invoice in Projekly – Project Management, CRM, HR & Invo
Create event in Projekly – Project Management, CRM, HR & Invo
Create invoice in Projekly – Project Management, CRM, HR & Invo
Create task in Projekly – Project Management, CRM, HR & Invo
Create project in Projekly – Project Management, CRM, HR & Invo
Create product in Projekly – Project Management, CRM, HR & Invo
Create client in Projekly – Project Management, CRM, HR & Invo
Create ticket in Projekly – Project Management, CRM, HR & Invo
Create employee in Projekly – Project Management, CRM, HR & Invo
Create lead in Projekly – Project Management, CRM, HR & Invo

Trusted by experts at...

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

Capture tasks, organise project boards, keep records updated, alert your team, and sync data, all in just one click.

Create Projectplace card for new Projekly task

While a single project management software may be adequate for small projects, larger projects often require the use of multiple software programs. This is because each program offers different features and options that can be beneficial to different aspects of the project. So using multiple programs, project managers can tailor the software to the specific needs of the project, ensuring that all important aspects are well-supported.

In addition, using multiple programs can also help to avoid dependencies on any one particular software package. Should an issue arise with one of the programs, it will not impact the entire project. However manually keeping track of data in multiple software programs can be challenging.

To address this, Integrately's Projekly - Projectplace integration can be used. This integration will automatically create a new Projekly task whenever a new Projectplace card is created.

So if you're managing a large project that requires the use of multiple software programs, give this integration a try - it will make your life much easier!

Activate

Create Projectplace card for new Projekly client

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

Activate

Create Projekly task for new Projectplace card

While a single project management software may be adequate for small projects, larger projects often require the use of multiple software programs. This is because each program offers different features and options that can be beneficial to different aspects of the project. So using multiple programs, project managers can tailor the software to the specific needs of the project, ensuring that all important aspects are well-supported.

In addition, using multiple programs can also help to avoid dependencies on any one particular software package. Should an issue arise with one of the programs, it will not impact the entire project. However manually keeping track of data in multiple software programs can be challenging.

To address this, Integrately's Projectplace - Projekly integration can be used. This integration will automatically create a new Projectplace card whenever a new Projekly task is created.

So if you're managing a large project that requires the use of multiple software programs, give this integration a try - it will make your life much easier!

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

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

Connect communication channels, calendars, and finance tools to extend your project workflows. Pick a combination and activate it in one click.

Slack (5)

Google Calendar (3)

Trello (3)

Gmail (3)

Stripe (3)

QuickBooks Online (3)

Add every new Projectplace card to Projekly – Project Management, CRM, HR & Invo, and notify your sales channel in Slack

New Projectplace cards appear in Projekly – Project Management, CRM, HR & Invo instantly and your sales channel hears about it in Slack, so your team stays aligned.

When a Projectplace card moves to done/last column, update the Projekly – Project Management, CRM, HR & Invo project and announce it in Slack

Completed Projectplace cards update your Projekly – Project Management, CRM, HR & Invo project status and notify your team in Slack without manual check-ins.

Create a Projekly – Project Management, CRM, HR & Invo task for every Projectplace board created, and confirm it in Slack

New Projectplace boards automatically trigger a Projekly – Project Management, CRM, HR & Invo task and send a confirmation to Slack.

Use Claude to analyse every new Projectplace card, create a Projekly – Project Management, CRM, HR & Invo task, and post the brief in Slack

Claude reviews new Projectplace cards, creates structured Projekly tasks, and shares a project brief in Slack automatically.

Turn every Projectplace card into a Projekly – Project Management, CRM, HR & Invo project, create a follow-up task in Trello, and announce it in Slack

Projectplace cards generate Projekly projects, create Trello follow-up tasks, and notify your team in Slack in one smooth sequence.

Create a Google Calendar event for every Projectplace card, and create a matching task in Projekly – Project Management, CRM, HR & Invo

Projectplace cards automatically schedule Google Calendar events and create Projekly tasks to keep your schedule and project tracking aligned.

When a Projekly – Project Management, CRM, HR & Invo event is created, schedule a Projectplace card and add it to Google Calendar

Projekly events automatically create Projectplace cards and Google Calendar schedule entries without double-booking.

Use Gemini to schedule Projectplace tasks in Google Calendar, and update the project status in Projekly – Project Management, CRM, HR & Invo

Gemini intelligently schedules Projectplace cards in Google Calendar and updates Projekly project timelines automatically.

Create a Trello card for every Projectplace card, and log the item in Projekly – Project Management, CRM, HR & Invo

Projectplace cards instantly generate matching Trello cards and Projekly task records without manual duplication.

When a Projekly – Project Management, CRM, HR & Invo task is created, create a Projectplace project and add a card in Trello

New Projekly tasks trigger Projectplace projects and Trello cards automatically for seamless cross-platform execution.

When a Projectplace card moves to done/last column, update Trello and create an invoice in Projekly – Project Management, CRM, HR & Invo

Completed Projectplace cards update Trello boards and generate billing invoices in Projekly automatically.

Create a Projectplace card from every new Projekly – Project Management, CRM, HR & Invo lead, and send a confirmation email via Gmail

Projekly leads instantly create Projectplace cards and trigger automated confirmation emails in Gmail.

When a Projectplace card is created, log a client in Projekly – Project Management, CRM, HR & Invo and email the details using Gmail

Projectplace cards automatically generate Projekly clients and dispatch notification emails via Gmail.

Use ChatGPT to draft project welcome emails in Gmail when a Projectplace board is created, and log it in Projekly – Project Management, CRM, HR & Invo

ChatGPT drafts customized welcome emails in Gmail for new Projectplace boards while logging the project in Projekly.

Create a Projekly – Project Management, CRM, HR & Invo invoice when a Stripe payment succeeds, and add a tracking card in Projectplace

Successful Stripe payments automatically generate Projekly invoices and create tracking cards in Projectplace.

When a Projekly – Project Management, CRM, HR & Invo product is created, set up the item in Stripe and create a Projectplace board

New Projekly products automatically provision Stripe items and establish Projectplace boards for product delivery.

When a Projectplace card moves to done/last column, update the invoice in Projekly – Project Management, CRM, HR & Invo and charge the client in Stripe

Completed Projectplace cards update Projekly invoices and trigger final client charges in Stripe.

Create a QuickBooks Online invoice when a Projekly – Project Management, CRM, HR & Invo invoice is created, and log a card in Projectplace

Projekly invoices automatically generate QuickBooks Online invoices and create tracking cards in Projectplace.

When a Projectplace card is created, add a client in Projekly – Project Management, CRM, HR & Invo and create a customer in QuickBooks Online

Projectplace cards automatically register clients in Projekly and set up corresponding customers in QuickBooks Online.

When a Projekly – Project Management, CRM, HR & Invo project is updated, log time in Projectplace and update QuickBooks Online

Project updates in Projekly automatically record reported time in Projectplace and sync financial data in QuickBooks Online.

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

Mix and match to build the exact automation you need

Projectplace Triggers & Actions

Card is created in Projectplace

Triggers the automation when a card is archived

Try it →

Card is moved to done/last column in Projectplace

Triggers the automation when a card is moved to the final stage of a board

Try it →

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

Try it →

Lead is created in Projekly – Project Management, CRM, HR & Invo

Triggers the automation when a new lead 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 →

Invoice is created in Projekly – Project Management, CRM, HR & Invo

Triggers the automation when a new invoice is created

Try it →

Task is created in Projekly – Project Management, CRM, HR & Invo

Triggers the automation when a new task is created

Try it →

Project is created in Projekly – Project Management, CRM, HR & Invo

Triggers the automation when a new project is created

Try it →

Client is created in Projekly – Project Management, CRM, HR & Invo

Triggers the automation when a new client is created

Try it →

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

Streamline your task boards, client management, and project tracking with powerful automated workflows.

Get Started For Free

🎯

Sync Projectplace cards with Projekly tasks

Automatically generate a task in Projekly – Project Management, CRM, HR & Invo whenever a new card is created in Projectplace. Keep your project management and CRM environments perfectly aligned.

📋

Capture every submitted task detail

Map all available Projectplace card fields into corresponding Projekly – Project Management, CRM, HR & Invo task attributes instead of just basic titles. Ensure your records contain complete context.

🔔

Notify your team as soon as work begins

Trigger instant team notifications in Slack or email whenever new Projectplace cards or Projekly tasks are created. Keep every stakeholder informed of project kickoffs immediately.

🔀

Route projects based on submitted field values

Execute different project paths in Projekly – Project Management, CRM, HR & Invo based on category or priority fields submitted in your Projectplace cards.

🔄

Keep project destinations up to date

Automatically update project statuses in Projekly – Project Management, CRM, HR & Invo when cards move to done/last column in Projectplace. Eliminate manual status tracking entirely.

🔍

Add or update records without duplicates

Search existing Projekly records before creating new entries to prevent duplicate tasks, leads, or invoices from cluttering your workspace.

💰

Handle later billing and invoice status changes

Generate invoices in Projekly – Project Management, CRM, HR & Invo or update payment statuses automatically when project deliverables reach final completion stages.

🌐

Extend your workflow to team communication apps

Connect Slack, Gmail, or Google Calendar to your core Projectplace and Projekly – Project Management, CRM, HR & Invo flow for a complete multi-app operational pipeline.

And much more...

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

Project teams, operations directors, and account managers use this integration to keep task boards, client records, and project tracking synchronized across platforms.

Operations directors

Project managers

Client account leads

High-volume support teams

Project coordinators

Finance managers

📊

Operations directors

You rely on project analytics for reporting and strategic planning, but your tracking boards only update when someone manually exports cards, so your milestone counts are always hours behind — this integration means every new task lands in your system instantly and your dashboards stay current.

⚡

Project managers

You need to act fast when deliverables change, but you find out too late because project updates remain trapped in separate team boards — connecting these apps means every status change syncs immediately and your team responds without delay.

🤝

Client account leads

You answer to stakeholders who want to see live progress reports, but manual progress logging leaves gaps that cause confusion during status meetings — with this integration, every project update reflects in real time and stakeholders see accurate delivery statuses.

📈

High-volume support teams

The volume of incoming tasks and client inquiries is too high for anyone to keep up by hand, leading to missed follow-ups and duplicated effort — automating both apps means every task routes automatically and your workflow handles peak volumes without errors.

🔄

Project coordinators

You own the execution phase and depend on upstream teams to hand over completed work, but manual handoffs cause bottlenecks in your daily schedule — connecting these apps means completed cards trigger downstream tasks instantly and project handoffs occur without friction.

🗂️

Finance managers

You need a reliable project history for billing and auditing, but you keep finding missing time entries and incomplete client records in your ledgers — automating both apps means every task and invoice links correctly and your financial records remain audit-ready.

Try This Integration – No Code Needed

Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

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

Build and manage your Projectplace + 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

Connect Projectplace + Projekly – Project Management, CRM, HR & Invo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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?

Select Automation

Connect Accounts

That’s it! You just connected Google Sheets to Trello

Automation is ready

Connect Projectplace + Projekly – Project Management, CRM, HR & Invo Now

In Just 1 Click!

Price Comparison with Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2

ProductHunt

Most upvoted product of the month

▲ 2000+

Connect Projectplace + Projekly – Project Management, CRM, HR & Invo Now

In Just 1 Click!

Frequently Asked Questions

How do I connect Projectplace to Projekly – Project Management, CRM, HR & Invo?

You can connect Projectplace and Projekly – Project Management, CRM, HR & Invo in one click using ready-made templates or ask Integrately AI to build your exact workflow. It links your project boards with Slack, Google Calendar, and other tools instantly.

Can I automatically create a task in Projekly when a card is created in Projectplace?

Can I connect Projectplace, Projekly – Project Management, CRM, HR & Invo, and Slack?

What is a good Zapier alternative for Projectplace and Projekly – Project Management, CRM, HR & Invo?

How does Projectplace handle card creation events in automations?

Can Projekly – Project Management, CRM, HR & Invo trigger actions when new tasks or leads are created?

Do I need coding skills to automate Projectplace and Projekly – Project Management, CRM, HR & Invo?

Is the Projectplace and Projekly – Project Management, CRM, HR & Invo integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Projectplace or Projekly – Project Management, CRM, HR & Invo With 1500+ Other Apps

Popular Projectplace Integrations

Connect Projectplace with collaboration tools, document editors, and video platforms to streamline your team workflows.

See All
Projectplace Integrations

No popular apps found

Popular Projekly – Project Management, CRM, HR & Invo Integrations

Sync Projekly – Project Management, CRM, HR & Invo with customer support, accounting, and marketing platforms to manage business operations.

See All
Projekly – Project Management, CRM, HR & Invo Integrations

No popular apps found

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

Integrate Projectplace to Projekly – Project Management, CRM, HR & Invo in one click, or tell Integrately AI how you want each task handled. Track work across platforms, create tasks, update projects, and align your team automatically.

Trusted by experts at...

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

Capture tasks, organise project boards, keep records updated, alert your team, and sync data, all in just one click.

Create Projectplace card for new Projekly task

Create Projectplace card for new Projekly client

Create Projekly task for new Projectplace card

Got a different automation in mind? Describe it and let Integrately AI build it for you.

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

Connect communication channels, calendars, and finance tools to extend your project workflows. Pick a combination and activate it in one click.

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

Mix and match to build the exact automation you need

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

Streamline your task boards, client management, and project tracking with powerful automated workflows.

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

Project teams, operations directors, and account managers use this integration to keep task boards, client records, and project tracking synchronized across platforms.

Did you know?

Our team can create automations for you... At no extra cost!

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

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Projectplace or Projekly – Project Management, CRM, HR & Invo With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

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

Integrate Projectplace to Projekly – Project Management, CRM, HR & Invo in one click, or tell Integrately AI how you want each task handled. Track work across platforms, create tasks, update projects, and align your team automatically.

Trusted by experts at...

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

Capture tasks, organise project boards, keep records updated, alert your team, and sync data, all in just one click.

Create Projectplace card for new Projekly task

Create Projectplace card for new Projekly client

Create Projekly task for new Projectplace card

Got a different automation in mind? Describe it and let Integrately AI build it for you.

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

Connect communication channels, calendars, and finance tools to extend your project workflows. Pick a combination and activate it in one click.

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

Mix and match to build the exact automation you need

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

Streamline your task boards, client management, and project tracking with powerful automated workflows.

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

Project teams, operations directors, and account managers use this integration to keep task boards, client records, and project tracking synchronized across platforms.

Did you know?

Our team can create automations for you... At no extra cost!

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

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Projectplace or Projekly – Project Management, CRM, HR & Invo With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click