- 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:
monday.com
Better Proposals
GoProposal
Harvest
Proposify
Google Sheets
ClickUp
Qwilr
Basecamp
Dropbox
Ignition
Dubsado
Copper
Filter by Zapier
Google Slides
- Create a proposal in Better Proposals when values change in monday.com
- Create a new monthly project in Harvest when a proposal is won in GoProposal
Create a new monthly project in Harvest when a proposal is won in GoProposal
- Create new project and tasks in ClickUp from Proposify proposal acceptance, and add client info to Google Sheets
Create new project and tasks in ClickUp from Proposify proposal acceptance, and add client info to Google Sheets
- Create a proposal in Better Proposals when a new task is added in ClickUp
Create a proposal in Better Proposals when a new task is added in ClickUp
- Create a new project in Basecamp and a folder in Dropbox when a Qwilr project is accepted
Create a new project in Basecamp and a folder in Dropbox when a Qwilr project is accepted
- Create group and item in monday.com when proposal is accepted in Ignition
Create group and item in monday.com when proposal is accepted in Ignition
- Create a new project in Dubsado when a proposal is signed in Proposify
Create a new project in Dubsado when a proposal is signed in Proposify
- Create new item in monday.com when opportunity stage updates in Copper
Create new item in monday.com when opportunity stage updates in Copper
- Create a proposal in Proposify when a new presentation is made in Google Slides
Create a proposal in Proposify when a new presentation is made in Google Slides