Deposyt + LaunchBay

Deposyt + LaunchBay integrations

Create new projects in LaunchBay for every new customer in Deposyt

Initiate a new project in LaunchBay as soon as you onboard a new customer in the Deposyt app. This efficient workflow streamlines the project creation process, allowing you to quickly get started on customer-specific projects as soon as they join your platform. Say goodbye to manual data entry and jumpstart your productivity with this smart automation.

When this happens...
New CustomerTriggers when a new customer is added or created.
TriggerPolling
automatically do this!
Create ProjectCreates a new project in LaunchBay (optionally using a defined template).
ActionWrite

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More things you can do with Deposyt and LaunchBay

Discover other triggers and actions you can use with Deposyt and LaunchBay

Get Latest Order
Triggers when the latest order is needed.
Trigger
Polling
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- Select Pipeline
  Required
- Select Pipeline Stage
  Required
Trigger
Polling
Try It
- Select Product
Trigger
Polling
Try It
- List Name
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Cellphone
Action
Write
- Customer ID
  Required
- Course ID
  Required
Action
Write

- Customer ID
  Required
- User ID
  Required
Action
Write
- List Name
  Required
Action
Write

- Customer ID
  Required
- Product ID
  Required
- Invoice Number
  Required
- Invoice Subject
  Required
Action
Write
- Select Product
  Required
- Customer Email
  Required
- Customer First Name
  Required
- Customer Last Name
  Required
- Customer Phone
- Address Line 1
  Required
- Province
  Required
- City
  Required
- Zip Code
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- Cellphone
  Required
- Street Address
- City
- State
- Zip Code
- Value
- Select Pipeline
  Required
- Select Pipeline Stage
  Required
Action
Write
- Invoice ID
  Required
Action
Write
- Select Booking Type
  Required
- Customer Email
  Required
- Email Subject
  Required
- Email Message
  Required
Action
Write
- Invoice ID
  Required
- Customer ID
  Required
- Product ID
  Required
Action
Write
- Product ID
  Required
- Product Name
  Required
- Product Description
- Product Price
  Required
Action
Write
- Order
  Required
Action
Search
Client Chat Message
Triggers when a client adds a message in a project's chat
Trigger
Instant
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File Uploaded
Triggers when a file is uploaded to a project.
Trigger
Instant
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Tag Added
Triggers when a tag is added to a project.
Trigger
Instant
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Ticket Message
Triggers when someone adds a message to a helpdesk ticket
Trigger
Instant
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- Meeting Title
  Required
- Meeting Attendee Email Addresses (Used to look up the project for this meeting)
- Project ID
- Meeting Transcript or Summary
  Required
- Generate a summary of this meeting using AI
  Required
Action
Write
- Project Name
  Required
- Task Title
  Required
- Task Description
- Client Email
- Client Name
- Files
- Filenames
- Files need approval?
- Active?
  Required
- Assign all clients to task?
- Due Date
- Enable reminder emails?
- Internal Task?
Action
Write
- Field to search against
  Required
- Search
  Required
- Exact Match
  Required
Action
Write

New Customer
Triggers when a new customer is added or created.
Trigger
Polling
Try It
New Service Booking
Triggers when a new service is booked.
Trigger
Polling
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- Select Campaign
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Cellphone
Action
Write
- Invoice ID
  Required
Action
Write
- Tag Name
  Required
- Customer Email
  Required
Action
Write
- Invoice ID
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Cellphone
Action
Write
- Customer ID
  Required
- Note Text
  Required
Action
Write
- Product Name
  Required
- Product Description
  Required
- Product Price
  Required
Action
Write
- Invoice ID
  Required
- Auto Reminder Status
  Required
Action
Write
- Invoice ID
  Required
Action
Write
- Select Booking Type
  Required
- Customer Cellphone
  Required
- Message
  Required
Action
Write
- Send Date (Days)
- Due Date (Days)
- Send Email
- Send SMS
- Display Billing Address
- Enable Autocharge
- Show Business Logo
- Show Business Phone
  Required
- Show Business Website
- Show Business Address
Action
Write
- Select Invoice
  Required
Action
Search
- Select Product
  Required
Action
Search
Client Added or Updated
Triggers when a client in your client directory is added or updated.
Trigger
Instant
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- Form
  Required
Trigger
Instant
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Task Status Change
Triggers when the status of a client task changes.
Trigger
Instant
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Helpdesk Ticket Submission
Triggers when a client submits a helpdesk ticket
Trigger
Instant
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- Portal Name
- Or: Project Owner Email
- Client Email (single)
- Client Name (single)
- Client Emails (multiple)
- Client Names (multiple)
- Immediately assign tasks to client(s)?
- Tags
- Custom field values
Action
Write
- Project Name
  Required
- Task Title
  Required
- Task Description
- Client Email
- Client Name
- Status
  Required
Action
Write

About Deposyt

Deposyt is the online Customer Relation Management software to manage your customers, referrals, reviews, emails, products and more.

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Related categories

CRM (Customer Relationship Management)

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About LaunchBay

LaunchBay is a client onboarding automation platform for B2B software & marketing companies. Onboard faster, scale smarter.

Learn moreLearn moreHelpHelp

Related categories

Project Management