Overview
Create a new project in your workspace using the Zapier integration API. This endpoint allows you to add projects with comprehensive configuration including client associations, billing settings, and project metadata.This endpoint is designed for Zapier integrations but can be used with any application that needs to create projects programmatically.
Authentication
All requests require a valid API key in the Authorization header:Create Project
Request Body
The name of the project. Must be between 1-255 characters.Example:
"New Website Project"The UUID of the workspace where the project will be created.Example:
"w1b2c3d4-e5f6-7890-abcd-ef0987654321"Optional description of the project. Can be used for project documentation and context.Example:
"Complete redesign of company website"The current status of the project. Valid values:
active- Project is currently in progresscompleted- Project has been finished
"active"Whether the project is private or public within the workspace.Example:
falseDefault hourly rate for this project (overrides workspace default). Must be a positive number.Example:
75.0Whether time entries are billable by default for this project.Example:
trueEstimated time to complete the project in hours. Must be a positive number.Example:
120.0Estimated budget for the project. Must be a positive number.Example:
9000.0Optional UUID of the client to associate with this project. Must be a valid client ID in the workspace.Example:
"c1a2b3c4-d5e6-7890-abcd-ef1234567890"Response
Success Response
Returns the created project object with all associated data:Response Fields
Unique project identifier (UUID format)
Project name
Project description
Current project status (
active, completed, or on-hold)Whether the project is private within the workspace
Default hourly rate for the project
Whether time entries are billable by default
Estimated time to complete the project in hours
Estimated budget for the project
Associated workspace identifier
Associated workspace name
Associated client identifier (if assigned)
Associated client name (if assigned)
ISO 8601 timestamp when project was created
ISO 8601 timestamp when project was last modified
Error Responses
400 Bad Request - Validation Error
400 Bad Request - Validation Error
Solution: Check the request body and ensure all required fields are provided with valid values
400 Bad Request - Invalid Client
400 Bad Request - Invalid Client
Solution: Verify the client ID and ensure it belongs to the specified workspace
400 Bad Request - Invalid Rate
400 Bad Request - Invalid Rate
Solution: Provide a valid positive number for the billable rate
401 Unauthorized
401 Unauthorized
404 Not Found - Workspace
404 Not Found - Workspace
Solution: Verify the workspace ID and ensure you have proper permissions
500 Internal Server Error
500 Internal Server Error
Solution: Retry the request or contact support if the issue persists
Zapier Integration
Zapier Action Configuration
When using this endpoint in Zapier:- Workspace Selection: Use the dynamic dropdown to select the target workspace
- Required Fields: Only
nameandworkspace_idare required - Client Association: Optionally select a client from the dynamic dropdown
- Billing Configuration: Set up project-specific billing rates and settings
- Project Planning: Add estimated hours and budget for project planning
Sample Zapier Usage
1
Trigger Setup
Set up a trigger (e.g., new client creation, form submission) that provides project information
2
Action Configuration
Configure the “Create Project” action with:
- Workspace: Select your target workspace
- Project Name: Map from trigger data
- Description: Map from trigger data (if available)
- Client: Select from available clients (if applicable)
3
Billing Setup
Configure billing settings:
- Default Billable Rate: Set hourly rate for the project
- Default Billable: Enable/disable billable time entries
- Estimated Hours: Set project time estimate
- Estimated Budget: Set project budget
4
Test & Activate
Test the Zap with sample data, then activate for live use
Use Cases
Client Onboarding
Client Onboarding
Automated Project Creation: Automatically create projects when new clients are onboarded, ensuring consistent project setup and billing configuration.
Proposal Management
Proposal Management
CRM Integration: Create projects automatically when proposals are accepted in your CRM system, maintaining seamless workflow between sales and project management.
Task Management
Task Management
Project Templates: Use project creation as a starting point for task management workflows, automatically setting up project structure and team assignments.
Budget Tracking
Budget Tracking
Financial Planning: Create projects with estimated budgets and hours for better financial planning and resource allocation.
Important Notes
Billing Configuration: Project-specific billing rates override workspace defaults. Set these carefully to ensure accurate time tracking and invoicing.
Best Practices:
- Use descriptive project names that clearly identify the work
- Set realistic estimated hours and budgets for better planning
- Associate projects with clients when applicable for better organization
- Use the description field to provide context and project requirements
- Test with sample data before implementing in production
- Handle error responses gracefully in your application
Rate Limits
- Rate Limit: 100 requests per minute per API key
- Burst Limit: 10 requests per second
- Daily Limit: 10,000 requests per day
Rate limits are applied per API key and workspace combination. Contact support if you need higher limits for your use case.