- Project Automation
- Project Initiation
- Instant project setup
Create a new project based on client registration or onboarding forms
This automation streamlines onboarding by triggering project creation from client registration or onboarding forms, eliminating manual entry and ensuring immediate follow-up. It ensures all client details are captured and organized in a project management system, reducing errors and saving time. Teams can focus on delivering value instead of administrative tasks, leading to faster onboarding and higher client satisfaction.
Filter by common apps:
monday.com
LaunchBay
Tally
Webflow
Webhooks by Zapier
Slack
LeadConnector
Follow Up Boss
Better Proposals
MailerLite
Finmo
WPForms
- Create new project in Motion.io, and add items in monday.com when a client is added
- Create new projects in Motion.io from Tally form submissions
Create new projects in Motion.io from Tally form submissions
- Create new project in Motion.io from Webflow form submission
Create new project in Motion.io from Webflow form submission
- Create new project in Motion.io, notify team in Slack, and update contact in LeadConnector
Create new project in Motion.io, notify team in Slack, and update contact in LeadConnector
- Create new project in Motion.io when client stage updates in Follow Up Boss
Create new project in Motion.io when client stage updates in Follow Up Boss
- Create project in Motion.io when proposal is signed in Better Proposals
Create project in Motion.io when proposal is signed in Better Proposals
- Create new project in Motion.io when a subscriber joins MailerLite group
Create new project in Motion.io when a subscriber joins MailerLite group
- Create project in Motion.io when new application starts in Finmo
Create project in Motion.io when new application starts in Finmo
- Create new project in Motion.io from WPForms submissions
Create new project in Motion.io from WPForms submissions