- Project Automation
- Project Coordination
- Automate Project Setup
Create project infrastructure and invite team members for collaboration
Automatically set up all essential project infrastructure—like folders, communication channels, and task boards—as soon as a new project is initiated, while simultaneously inviting the right team members based on predefined roles. This automation eliminates manual steps, ensuring consistency and reducing setup errors across projects. Teams gain immediate access to organized workspaces, enhancing collaboration and speeding up project kickoff.
Filter by common apps:
Google Forms
Trello
Clio
Webhooks by Zapier
Miro
Google Sheets
Gmail
Notion
WPForms
Basecamp
monday.com
Zapier Tables
Formsite
Productive.io
Dropbox
Slack
- Create tasks in Trello from Google Forms responses, add checklists, and update card details
- Add team members to Trello card when new matter is created in Clio
Add team members to Trello card when new matter is created in Clio
- Create project card in Miro when receiving specific webhook
Create project card in Miro when receiving specific webhook
- Capture form submissions, log in Google Sheets, notify team via Gmail, and create project in Notion
Capture form submissions, log in Google Sheets, notify team via Gmail, and create project in Notion
- Create project and message in Basecamp from new WPForms submission
Create project and message in Basecamp from new WPForms submission
- Create a new Miro board, and update monday.com item when project details change
Create a new Miro board, and update monday.com item when project details change
- Assign team members to new project items in monday.com based on user data
Assign team members to new project items in monday.com based on user data
- Capture form submissions, find to-dos in Basecamp, create items and updates in monday.com
Capture form submissions, find to-dos in Basecamp, create items and updates in monday.com
- Create project folder in Dropbox, create channel in Slack, and invite team members
Create project folder in Dropbox, create channel in Slack, and invite team members