Deposyt + LaunchBay

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 Customer
Triggers when a new customer is added or created.
TriggerPolling
automatically do this!
Create Project
Creates a new project in Motion.io (optionally using a defined template).
ActionWrite

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Supported triggers and actions

Get Latest Order
Triggers when the latest order is needed.
Trigger
Polling
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- Select PipelineRequired
- Select Pipeline StageRequired
Trigger
Polling
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- Select Product
Trigger
Polling
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- List NameRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Cellphone
Action
Write
- Tag NameRequired
- Customer EmailRequired
Action
Write

- List NameRequired
Action
Write
- Customer IDRequired
- Note TextRequired
Action
Write

- Select Booking TypeRequired
- Customer EmailRequired
- Email SubjectRequired
- Email MessageRequired
Action
Write
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
Try It
- Meeting TitleRequired
- Meeting Attendee Email Addresses (Used to look up the project for this meeting)
- Project ID
- Meeting Transcript or SummaryRequired
- Generate a summary of this meeting using AIRequired
Action
Write
- Project NameRequired
- Task TitleRequired
- 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 againstRequired
- SearchRequired
- Exact MatchRequired
Action
Write

New Customer
Triggers when a new customer is added or created.
Trigger
Polling
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New Service Booking
Triggers when a new service is booked.
Trigger
Polling
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- Select CampaignRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Cellphone
Action
Write
- Customer IDRequired
- Course IDRequired
Action
Write
- Customer IDRequired
- User IDRequired
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Cellphone
Action
Write
- First NameRequired
- Last Name
- EmailRequired
- CellphoneRequired
- Street Address
- City
- State
- Zip Code
- Value
- Select PipelineRequired
- Select Pipeline StageRequired
Action
Write
- Select Booking TypeRequired
- Customer CellphoneRequired
- MessageRequired
Action
Write
Client Added or Updated
Triggers when a client in your client directory is added or updated.
Trigger
Instant
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- FormRequired
Trigger
Instant
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Task Status Change
Triggers when the status of a client task changes.
Trigger
Instant
Try It
Helpdesk Ticket Submission
Triggers when a client submits a helpdesk ticket
Trigger
Instant
Try It
- Portal Name
- Or: Project Owner Email
- Client Email
- Client Name
- Immediately assign tasks to client(s)?
- Tags
- Custom field values
Action
Write
- Project NameRequired
- Task TitleRequired
- Task Description
- Client Email
- Client Name
- StatusRequired
Action
Write

About Deposyt

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About LaunchBay

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

Learn more

Related categories

Project Management

Deposyt + LaunchBay

Create new projects in LaunchBay for every new customer in Deposyt

Supported triggers and actions

Get Latest Order

Customer Moved to Pipeline Stage

Product Purchased

Add Customer to List

Assign Tags

Create Contact List

Create Note

Send Booking Invite by Email

Client Chat Message

File Uploaded

Tag Added

Ticket Message

Create Meeting

Create Task

Find Project

New Customer

New Service Booking

Add Customer to Campaign

Assign Course to Customer

Assign Users to Customer

Create New Customer

Create/Update Customer

Send Booking Invite by SMS

Client Added or Updated

Form Submission

Task Status Change

Helpdesk Ticket Submission

Create Project

Edit Task

About Deposyt

Related categories

Similar apps

Zapier Interfaces

About LaunchBay

Related categories