Projul + Google Drive Integrations, Built by an AI Agent

Triggers when a client record changes in Projul: renamed, re-addressed, or given a new contact detail by a matched lead. Unarchiving a client fires this too.

Triggers when a client accepts an estimate. Acceptance happens in the Projul app or on the client's portal link and can never be done through an integration, so this is how an automation learns a job was won. Map "Estimate value" for the amount.

Triggers the moment a lead becomes won work — when its status crosses out of the lead stages. Use it to kick off onboarding, notify the crew, or update a CRM.

Triggers when a new client is added to Projul. A lead that matched an existing client does NOT fire this — Projul recognised them, so use Client Updated for that.

Triggers when a person creates an estimate in Projul. The hidden "ghost" estimates Projul keeps behind some projects for cost tracking do not fire this. Only real, user-created estimates do.

Triggers immediately when a lead is created in Projul. A lead is a project in a lead stage, so this fires on new projects whose status is one of the eight lead statuses.

Posts a message onto a project, task, client, or estimate in Projul. This is an internal note — it cannot send anything to a client.

Archives a client in Projul, taking them out of the active list. Reversible in the app. There is deliberately no Delete Client action — deleting a client also deletes their jobs, estimates and invoices, which is not something a Zap should do unattended.

Marks a Projul task complete, or reopens it. Running it twice is harmless. Careful with EstimateMeeting and EstimateToWrite tasks — completing one of those moves a lead along your sales pipeline.

Creates a client in Projul, or links to the one you already have. Projul matches on both names plus an email or phone, so running this on a list you have imported before will not produce duplicates.

Builds a draft estimate from one of your estimate templates, copying its sections, lines and pricing. The estimate is created as a draft — sending it and getting it approved stay human steps in Projul.

Creates a lead in Projul. A lead is a project in a lead stage, so this creates a project and links it to a client, matching an existing client rather than duplicating them.

Triggers when any new file is added (inside of any folder).

Triggers when a new file is created within, moved to, or uploaded directly to a specific folder. You can optionally include files from its subfolders.

Triggers when a file is added to a chosen folder or shared drive.

Triggers when a new folder is added directly to a specific folder (but not its subfolders).

Triggers when a file is updated in a specific folder (but not its subfolders).

Create a copy of the specified file.

Permanently delete a file from Google Drive. This action cannot be undone.

Export Google Workspace files (Docs, Sheets, Slides) to different formats like PDF, Word, Excel, etc.

Copies an existing file from another service to Google Drive.

Create a new, empty folder.

Move a file from one folder to another.