Connect iPro and projectworks to Build Intelligent Automations

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iPro

When this happens...

Choose an Action

projectworks

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Enable Integrations or automations with these events of iPro and projectworks

Enable Integrations or automations with these events of iPro and projectworks

Actions

Create Lead

Create Lead

Add a new lead/enquiry to iPropMS CRM with contact details, enquiry message, transaction type, property location and optional visit date.

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Frequently Asked Questions

How do I start an integration between iPro and projectworks?

To start, connect both your iPro and projectworks accounts to viaSocket. Once connected, you can set up a workflow where an event in iPro triggers actions in projectworks (or vice versa).

Can we customize how data from iPro is recorded in projectworks?

Absolutely. You can customize how iPro data is recorded in projectworks. This includes choosing which data fields go into which fields of projectworks, setting up custom formats, and filtering out unwanted information.

How often does the data sync between iPro and projectworks?

The data sync between iPro and projectworks typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from iPro to projectworks?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between iPro and projectworks?

Yes, you can set conditional logic to control the flow of data between iPro and projectworks. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

iPro

About iPro

iPropMS is a comprehensive property management solution designed to streamline operations for real estate professionals. It offers tools for managing properties, tenants, and maintenance tasks efficiently.

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projectworks

About projectworks

Projectworks is an intelligent business management software for your entire professional services company.

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