- 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:
Salesforce
Motion
Webhooks by Zapier
CompanyCam
Close
ClickUp
LeadConnector
SMS by Zapier
Copper
Filter by Zapier
Asana
Ramper Pipeline
Pipedrive
10,000ft
Slack
Google Drive
Gmail
- Create project in Motion, send custom request, and update Salesforce records when opportunity reaches appointment stage
- Create and update project records in CompanyCam from new Salesforce opportunities, and add project labels
Create and update project records in CompanyCam from new Salesforce opportunities, and add project labels
- Create project list in ClickUp when sales opportunity is marked as won or active in Close
Create project list in ClickUp when sales opportunity is marked as won or active in Close
- Create new project in CompanyCam and notify via SMS when LeadConnector opportunity stage changes
Create new project in CompanyCam and notify via SMS when LeadConnector opportunity stage changes
- 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 new Asana project from template when Salesforce opportunity is marked as closed won
Create new Asana project from template when Salesforce opportunity is marked as closed won
- Create task in Asana when opportunity reaches specific stage in Ramper Pipeline
Create task in Asana when opportunity reaches specific stage in Ramper Pipeline
- 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 project folder in Google Drive and email label in Gmail when sales opportunity stage changes
Create project folder in Google Drive and email label in Gmail when sales opportunity stage changes
