- Project Automation
- Project Initiation
- Auto-create projects
Create a new project when a sales opportunity stage changes
Automatically launching new projects when a sales opportunity stage changes ensures that work begins immediately on qualified leads without manual handoffs. This automation keeps teams aligned by creating standardized project templates and tasks the moment a deal advances. As a result, it reduces delays, prevents dropped follow-ups, and maintains consistent processes across sales and delivery.
Filter by common apps:
Notion
Asana
Google Calendar
Google Drive
Pipedrive
10,000ft
Slack
Autotask
monday.com
Salesforce
Jira Software Cloud
LeadConnector
Teamwork
Close
Formatter by Zapier
Copper
Filter by Zapier
Looping by Zapier
- Create project in Asana, add event in Google Calendar, and create folder in Google Drive from Notion
- Create project in 10,000ft and notify team in Slack when Pipedrive deal stage updates
Create project in 10,000ft and notify team in Slack when Pipedrive deal stage updates
- Create new item in monday.com when Autotask identifies a new opportunity
Create new item in monday.com when Autotask identifies a new opportunity
- Create project issue in Jira, notify team in Slack, and update Salesforce when new opportunity is won
Create project issue in Jira, notify team in Slack, and update Salesforce when new opportunity is won
- Create a new project in Teamwork when LeadConnector pipeline stage changes
Create a new project in Teamwork when LeadConnector pipeline stage changes
- Create project board in monday.com and notify Slack channel when opportunity status changes
Create project board in monday.com and notify Slack channel when opportunity status changes
- Create task in Notion when LeadConnector opportunity stage changes, and format date
Create task in Notion when LeadConnector opportunity stage changes, and format date
- Create new Asana project from template when a relevant Copper opportunity is created
Create new Asana project from template when a relevant Copper opportunity is created
- Create project records in Salesforce for updated opportunity stages, and loop for specified count
Create project records in Salesforce for updated opportunity stages, and loop for specified count
