LaunchBay Integrations

Name: Zapier
Availability: InStock

Put LaunchBay to work with AI and enterprise-grade automation

Automate smarter with LaunchBay and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

ClickUp

Project Management

Slack

Team Chat

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

Google Forms

Forms & Surveys, Google

Asana

Project Management

Airtable

Databases

Motion

Project Management

Dropbox

File Management & Storage

ClickUp

Project Management

Slack

Team Chat

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

Google Forms

Forms & Surveys, Google

Asana

Project Management

ClickUp

Project Management

Slack

Team Chat

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

Google Forms

Forms & Surveys, Google

Asana

Project Management

Airtable

Databases

Motion

Project Management

Dropbox

File Management & Storage

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create new LaunchBay projects from new Jotform submissions
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Jotform + LaunchBay
Upload new LaunchBay files to Google Drive as they arrive
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LaunchBay + Google Drive
Create new LaunchBay projects from new HubSpot form submissions
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HubSpot + LaunchBay
Create new LaunchBay projects when LeadConnector stages update
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LeadConnector + LaunchBay
Send sms for new client chat messages in LaunchBay via SMS by Zapier
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LaunchBay + SMS by Zapier
Update Slack channel messages when task statuses change in LaunchBay
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LaunchBay + Slack

Create new LaunchBay projects from new Jotform submissions

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Jotform + LaunchBay

Upload new LaunchBay files to Google Drive as they arrive

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LaunchBay + Google Drive

Create new LaunchBay projects from new HubSpot form submissions

Details

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HubSpot + LaunchBay

Create new LaunchBay projects when LeadConnector stages update

Details

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LeadConnector + LaunchBay

Send sms for new client chat messages in LaunchBay via SMS by Zapier

Details

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LaunchBay + SMS by Zapier

Update Slack channel messages when task statuses change in LaunchBay

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LaunchBay + Slack

Create new LaunchBay projects from new items in your monday.com board

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monday.com + LaunchBay

Create new projects in LaunchBay from new project bookings in HoneyBook

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HoneyBook + LaunchBay

Create new LaunchBay projects from new or updated ConnectWise Manage projects

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ConnectWise Manage + LaunchBay

Send channel messages in Slack for new task status updates in LaunchBay

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LaunchBay + Slack

Send WhatsApp Notifications messages when new client chat messages happen in LaunchBay

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LaunchBay + WhatsApp Notifications

Create client projects in LaunchBay from new Fillout Forms submissions

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Fillout Forms + LaunchBay

Create new LaunchBay projects from new items in your monday.com board
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monday.com + LaunchBay
Create new projects in LaunchBay from new project bookings in HoneyBook
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HoneyBook + LaunchBay
Create new LaunchBay projects from new or updated ConnectWise Manage projects
Details
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ConnectWise Manage + LaunchBay
Send channel messages in Slack for new task status updates in LaunchBay
Details
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LaunchBay + Slack
Send WhatsApp Notifications messages when new client chat messages happen in LaunchBay
Premium
Details
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LaunchBay + WhatsApp Notifications
Create client projects in LaunchBay from new Fillout Forms submissions
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Fillout Forms + LaunchBay

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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

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
Try It
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
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 Name
  Required
- Task Title
  Required
- Task Description
- Client Email
- Client Name
- Status
  Required
Action
Write

LaunchBay Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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

LaunchBay Integrations

Put LaunchBay to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create new LaunchBay projects from new Jotform submissions

Upload new LaunchBay files to Google Drive as they arrive

Create new LaunchBay projects from new HubSpot form submissions

Create new LaunchBay projects when LeadConnector stages update

Send sms for new client chat messages in LaunchBay via SMS by Zapier

Update Slack channel messages when task statuses change in LaunchBay

Create new LaunchBay projects from new Jotform submissions

Upload new LaunchBay files to Google Drive as they arrive

Create new LaunchBay projects from new HubSpot form submissions

Create new LaunchBay projects when LeadConnector stages update

Send sms for new client chat messages in LaunchBay via SMS by Zapier

Update Slack channel messages when task statuses change in LaunchBay

Create new LaunchBay projects from new items in your monday.com board

Create new projects in LaunchBay from new project bookings in HoneyBook

Create new LaunchBay projects from new or updated ConnectWise Manage projects

Send channel messages in Slack for new task status updates in LaunchBay

Send WhatsApp Notifications messages when new client chat messages happen in LaunchBay

Create client projects in LaunchBay from new Fillout Forms submissions

Create new LaunchBay projects from new items in your monday.com board

Create new projects in LaunchBay from new project bookings in HoneyBook

Create new LaunchBay projects from new or updated ConnectWise Manage projects

Send channel messages in Slack for new task status updates in LaunchBay

Send WhatsApp Notifications messages when new client chat messages happen in LaunchBay

Create client projects in LaunchBay from new Fillout Forms submissions

Supported triggers and actions

LaunchBay Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular LaunchBay Integrations

Popular LaunchBay Integrations

LaunchBay Integrations

Put LaunchBay to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create new LaunchBay projects from new Jotform submissions

Upload new LaunchBay files to Google Drive as they arrive

Create new LaunchBay projects from new HubSpot form submissions

Create new LaunchBay projects when LeadConnector stages update

Send sms for new client chat messages in LaunchBay via SMS by Zapier

Update Slack channel messages when task statuses change in LaunchBay

Create new LaunchBay projects from new Jotform submissions

Upload new LaunchBay files to Google Drive as they arrive

Create new LaunchBay projects from new HubSpot form submissions

Create new LaunchBay projects when LeadConnector stages update

Send sms for new client chat messages in LaunchBay via SMS by Zapier

Update Slack channel messages when task statuses change in LaunchBay

Create new LaunchBay projects from new items in your monday.com board

Create new projects in LaunchBay from new project bookings in HoneyBook

Create new LaunchBay projects from new or updated ConnectWise Manage projects

Send channel messages in Slack for new task status updates in LaunchBay

Send WhatsApp Notifications messages when new client chat messages happen in LaunchBay

Create client projects in LaunchBay from new Fillout Forms submissions

Create new LaunchBay projects from new items in your monday.com board

Create new projects in LaunchBay from new project bookings in HoneyBook

Create new LaunchBay projects from new or updated ConnectWise Manage projects

Send channel messages in Slack for new task status updates in LaunchBay

Send WhatsApp Notifications messages when new client chat messages happen in LaunchBay

Create client projects in LaunchBay from new Fillout Forms submissions

LaunchBay Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular LaunchBay Integrations

Popular LaunchBay Integrations

Connect Your App Accounts to Zapier