Projul + monday.com 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 column's value is changed in the selected board.

Triggers when an item is created in a specific board.

Triggers when an item is moved to a group (same or different board).

Triggers when a new board is created.

Triggers when a new subitem on a specific board is created.

Triggers when one of the specified columns' value is changed in the selected board.

Archives a board

Archives a specific group in a board

Archives an item

Update an item's name

Change multiple column values of an item

Creates a new board