Projul + QuickBooks Online 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 you add a new account.

Triggers when a new bank transaction is created.

Triggers when a new bill is added.

Triggers when you add a new customer.

Triggers when an estimate is emailed.

Triggers when you add a new estimate.

Attach a file or note to a QuickBooks record, or upload a standalone file without linking it to a record

Create a new bill, optionally tied to a customer.

Create a new bill, optionally tied to a customer (with line item support).

Create a new bill, optionally tied to a customer (with line item support).

Creates a new deposit in QuickBooks.

Creates a new employee.