- Project Automation
- Project Initiation
- Auto-create projects
Create a new project when a proposal is accepted
This automation instantly triggers project setup whenever a client’s proposal moves to an approved status, ensuring no opportunity slips through the cracks. It centralizes task creation and client onboarding steps without manual intervention, maintaining consistent workflows. By automating these steps, teams save time, reduce errors, and deliver faster responses to clients.
Filter by common apps:
Better Proposals
Slack
ClickUp
Copper
Filter by Zapier
monday.com
Bonsai
Dropbox
Gmail
Formatter by Zapier
Notion
HubSpot
Qwilr
Delay by Zapier
Asana
Ignition
- Notify team in Slack, and create task in ClickUp when proposal is signed in Better Proposals
- Create new item in monday.com when opportunity stage updates in Copper
Create new item in monday.com when opportunity stage updates in Copper
- Notify the team in Slack, and create a new project item in monday.com when proposal is signed
Notify the team in Slack, and create a new project item in monday.com when proposal is signed
- Create a new project folder in Dropbox when a client views a proposal in Bonsai
Create a new project folder in Dropbox when a client views a proposal in Bonsai
- Create new task in Notion and notify team member in Slack when proposal is accepted
Create new task in Notion and notify team member in Slack when proposal is accepted
- Create project proposal in Qwilr when new deal is initiated in HubSpot
Create project proposal in Qwilr when new deal is initiated in HubSpot
- Notify the team on Slack, delay, and create task in Asana when proposal is signed
Notify the team on Slack, delay, and create task in Asana when proposal is signed
- Create project entry in Notion when proposal is accepted in Ignition
Create project entry in Notion when proposal is accepted in Ignition
- Create a proposal in Better Proposals when a new item is added in Notion
Create a proposal in Better Proposals when a new item is added in Notion
