ProWorkflow

proworkflow.net
Productivity CRM Business management Communication

ProWorkflow is a project coordination platform built for keeping client work on track. It helps teams manage projects, tasks, and contacts in one place while responding quickly to changes with real-time updates. With support for managing both project activity and client/contact records, it’s designed to reduce manual follow-ups and keep everyone aligned from kickoff through delivery.

Connecting ProWorkflow gives BOBs a live view of what’s happening across your active projects and client records. When a new project is created—or when a contact or project changes—BOBs can automatically update tasks, add missing project elements, and keep client info accurate so work doesn’t stall due to stale details.

BOBs can also run coordination at the job level: handle task additions and updates, manage client onboarding to projects, and perform cleanup actions like deleting projects when they’re cancelled or superseded. This unlocks use cases such as proactive project kickoff, automated client data hygiene, operational coordination across project changes, and faster turnaround on status shifts—while staying in sync with the latest ProWorkflow records.

What can BOBs do with ProWorkflow?

Perform actions

  • Add Client to Project
  • Add Contact
  • Add Project
  • Add Project Task
  • Delete Project
  • List Category ID Options
  • List Client ID Options
  • List Company ID Options
  • List Project ID Options
  • List Task ID Options
  • Update Project Task

Listen to real-time events

  • Contact Updated
  • New Company Created
  • New Contact Created
  • New Project Created
  • Project Updated