- Project Automation
- Project Initiation
- Auto project launch
Create a new project when a client signs a contract
Automatically initiating new projects when a client signs a contract saves time and reduces manual errors by instantly creating the necessary project infrastructure in your preferred workspace. It ensures consistency in naming conventions, task templates, and project settings so your team can start working immediately. This automation improves client onboarding efficiency and maintains organization across all projects without manual intervention.
Filter by common apps:
LaunchBay
Kajabi
Slack
Notion
Gravity Forms
FreshBooks
Dubsado
Better Proposals
MailerLite
Webhooks by Zapier
Quickbase
QuickBooks Online
monday.com
ClickUp
Google Drive
Follow Up Boss
CompanyCam
- Create new project in Motion.io when client is added or updated in Motion.io
- Notify team in Slack, and create task in Notion when new purchase occurs in Kajabi
Notify team in Slack, and create task in Notion when new purchase occurs in Kajabi
- Create project in FreshBooks and notify team in Slack when client submits form in Gravity Forms
Create project in FreshBooks and notify team in Slack when client submits form in Gravity Forms
- Create new project entry in Notion when client signs contract in Dubsado
Create new project entry in Notion when client signs contract in Dubsado
- Initiate new project in Notion, and manage client communication in MailerLite when proposal is signed in Better Proposals
Initiate new project in Notion, and manage client communication in MailerLite when proposal is signed in Better Proposals
- Create new project in QuickBooks Online, find client in Quickbase, and update project management tool
Create new project in QuickBooks Online, find client in Quickbase, and update project management tool
- Create a new project group in monday.com when a contract is signed in Dubsado
Create a new project group in monday.com when a contract is signed in Dubsado
- Create project in ClickUp, notify team in Slack, and set up folder in Google Drive when contract is signed in Dubsado
Create project in ClickUp, notify team in Slack, and set up folder in Google Drive when contract is signed in Dubsado
- Create customer in QuickBooks Online, add project in CompanyCam when deal stage updates in Follow Up Boss
Create customer in QuickBooks Online, add project in CompanyCam when deal stage updates in Follow Up Boss
