Workamajig and RowShare

Easily integrate Workamajig and RowShare without any code.
Workamajig
Workamajig Creative Manager now allows you to add contacts, companies, opportunities and activities to the CRM module.
RowShare
Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

How the Integration Works

RowShare integrates with Workamajig 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
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Automatically do that in Workamajig
Or the other way round:
When this happens in Workamajig
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Automatically do that in RowShare

Workamajig Triggers and Actions

Below is a list of triggers and actions available on Workamajig 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

Update Opportunity
Triggers when an opportunity is updated.
Update Lead
This trigger gets called when a lead is updated in Workamajig
Updated Contact
Triggers when a contact is updated.
Updated Company
Triggers when a company is updated.
New Opportunity
Triggers when a new opportunity is created.
and 3 more triggers
Workamajig doesn't offer (yet) any Trigger on Zapier.

Actions

Create Opportunity
Creates a new opportunity.
Update Opportunity
Updates an opportunity.
Update Lead
This action will update a lead
and more actions
Workamajig 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.