prosperworks-(2)

ProsperWorks

Common Questions

ProsperWorks is a CRM tool designed for Google Apps users. This tool can be easily used to manage opportunities and leads. It helps you to track the past activity of each contact while managing their future activity as well. 

prosperworks-(2)

Triggers

  • New Person

    Triggers when a new person is added

  • New Lead

    Triggers when a new lead is added

  • New Task

    Triggers when a new task is added

  • New Opportunity

    Triggers when a new opportunity is added

  • Update Opportunity Status

    Triggers when the status of an existing opportunity is updated

  • Update Lead Status

    Triggers when the status of an existing lead is updated

prosperworks-(2)

Actions

  • Create Lead

    Create a new lead

  • Create Opportunity

    Create a new opportunity

  • Create Person

    Create a new person

  • Create Task

    Create a new task for the specified resource Type

  • Create Company

    Create a new company

  • Create Project

    Create a new project

  • Update Company

    Update the details of an existing company

  • Update Lead

    Update the details of an existing lead

  • Update Opportunity

    Update the details of an existing opportunity

  • Update Person

    Update the details of an existing person

  • Update Project

    Update the details of an existing project

Common Questions

To use ProsperWorks in your workflow, you will first need to connect ProsperWorks to Built.io Flow Enterprise. 

To do this, drag any ProsperWorks action listed under ProsperWorks service on the canvas and click on ‘the Add New’ option listed under ‘Connect to ProsperWorks’ field in the configuration window. A window will appear where you will be prompted to enter the 'API Key' and 'User Email' of your ProsperWorks account. You can also rename the connection name in the ‘Connection Label’ field. 

1.jpg

API Key: To retrieve the API key of your ProsperWorks account, follow the steps given below:

Step 1: Login to your ProsperWorks account, and click on the 'Settings' menu given on the left-hand side panel. 

2.jpg

Step 2: Select the 'API Keys' option listed under 'Preferences' menu, and click on the 'GENERATE API KEY' button in the window that appears. This will generate an API key for your ProsperWorks account, which you can use to create the ProsperWorks connection. If you have already generated the API key, it will be displayed in the same window, as shown below: 

3.jpg


User Email: Enter the user email ID associated with your ProsperWorks account. 

Once you have entered these details, click on the ‘ADD' button. Your ProsperWorks the connection will be automatically created and added under ‘Connect to ProsperWorks’ field. Once added, this connection will be available in all ProsperWorks actions and triggers.

In order to create the API key of your ProsperWorks account, follow the steps given below: 

Step 1: Login to your ProsperWorks account. 

Step 2: Click on the 'Settings' menu given on the left-hand side panel. 2.jpg

Step 3: Select the 'API Keys' option listed under 'Preferences' menu, and click on the 'GENERATE API KEY' button in the window that appears. This will generate an API key for your ProsperWorks account, which you can use to create the ProsperWorks connection. If you have already generated the API key, it will be displayed in the same window, as shown below: 

3.jpg