Forecast and RowShare

Easily integrate Forecast and RowShare without any code.

Forecast

Forecast is a full-suite business platform that enables professional service organizations to run efficiently and predictably in one AI-powered software.

RowShare

Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

Check out our other integrations

How the Integration Works

RowShare integrates with Forecast through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).

When this happens in RowShare

Automatically do that in Forecast

Or the other way round:

When this happens in Forecast

Automatically do that in RowShare

Forecast Triggers and Actions

Below is a list of triggers and actions available on Forecast via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.

Triggers

and more triggers

Forecast doesn't offer (yet) any Trigger on Zapier.

Actions

Find or Create Project

Find or Create a Project

Create Project

Creates a project.

Find a Project

Search for project by name.

Create Task

Creates a task.

and more actions

Forecast doesn't offer (yet) any Action on Zapier.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row

Triggers when a row is created or updated in a specific table.

Column Changed

Triggers when a value has changed in a specific column.

New Row

Triggers when a new row is created in a specific table.

Row Status Changed

Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row

Assigns a row to a new owner.

Edit Row

Modifies an existing row.

Find Row

Finds a row based on an exact match for a given column.

Create Row

Creates a new row in the table.

Find Row by ID

Loads a row based on its ID.

Link Rows [Advanced]

Links a row to a parent row in another table. This is an advanced action: to be used with caution.