Integrating Projectal into your Workflow

Modified on Fri, 21 Jul 2023 at 01:28 PM

To make the most of Projectal, its is strongly recommended that you consider integrating Projectal into your company's workflow.  This lets you use Projectal as the central hub for your projects, tasks and staffing needs.


Projectal includes many technologies that let you integrate and connect it to your other tools - including:

  • Projectal API. A RESTful API that allows software developers to access all data points and features in Projectal.
  • Projectal webhooks. Subscription-based events that can be used for real-time alerts when changes occur in Projectal.
  • Projectal Python client library.  A modern Python client library built upon the Projectal API and webhooks that provides streamlined access to all the data points and features contained in Projectal.
  • Projectal Pre-built Connectors.  A growing library of connectors created by the Projectal Integration team that enables Projectal to integrate directly with popular software tools used by companies in their workflow.


The typical tools in your workflow that you may want to integrate Projectal with are:

  • Human Resources (HR) software.  Having Projectal real-time sync staff data from your HR tools allows users in Projectal to see your up-to-date staff pool for assign to tasks, their non-working days (e.g. vacations), their locations, their departments, their salary levels, their start and end dates, and more.  Popular tools are BambooHR and Xero. 
  • Task Management / Asset Management software.  Having Projectal real-time sync project data, task data and staff data to and from your asset and task management tools allows your team to make changes in either tool and have them always up-to-date with staff assignments, task status, work effort, new projects, change orders and more.  Popular tools are ShotGrid, ftrack and Kitsu.
  • Accounting / Payroll software.  Having Projectal provide project financials and staff work effort details to accounting and payroll software allows your company's Finance department to become get immediate access to key financials and payroll data.
  • Timesheet software.  Allowing Projectal to real-time sync to your timesheet software allows it to pre-fill the projects, tasks and actual work effort completed for the past week, month, etc.
  • Asset Licensing software.  Allowing Projectal to real-time sync with your asset licensing software lets your IT team know if they have enough assets (software licenses, computer leases, equipment) for upcoming projects.


Collaborating with the Projectal Integration Team

If your company has a software development team, then they can use the above technologies to create connectors that integrate Projectal into your company's workflow.  The Projectal Integration team is available to provide guidance, advice and code snippets to your software team.


If you do not have a software development team or want us to help integrate Projectal in your workflow, then let us know and our Integration team can create the connectors for you so that Projectal integrates  with your existing tools in your workflow.  

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