- Project Automation
- Project Management
- Automated task organization
Organize project goals and tasks
Automatically capture and manage project goals and tasks by syncing events across CRMs, communication tools, and project management platforms. By automating task creation and updates based on stage changes, mentions, or new items, teams stay aligned in real time and eliminate manual entry. This ensures improved visibility into progress, reduces missed deadlines, and keeps everyone focused on priorities.
Filter by common apps:
Float
Notion
Microsoft Teams
Formatter by Zapier
Microsoft Excel
monday.com
Fellow
Taskade
Cheqroom
Streak
Gmail
LeadConnector
Asana
Pipedrive
ClickUp
Slack
Code by Zapier
- Create project milestones in Notion when new milestones are added in Float
- Create task in Excel from new chat message in Microsoft Teams, format text, and adjust date
Create task in Excel from new chat message in Microsoft Teams, format text, and adjust date
- Create groups, update item details in monday.com when new items are added
Create groups, update item details in monday.com when new items are added
- Create task in Taskade when action item is assigned in Fellow
Create task in Taskade when action item is assigned in Fellow
- Convert new Cheqroom reservations into Notion tasks for team visibility
Convert new Cheqroom reservations into Notion tasks for team visibility
- Create tasks and send emails when Streak box stage changes
Create tasks and send emails when Streak box stage changes
- Create task in Asana when opportunity stage changes in LeadConnector, and format deadlines with Formatter
Create task in Asana when opportunity stage changes in LeadConnector, and format deadlines with Formatter
- Create project list and tasks in ClickUp when deal is won in Pipedrive
Create project list and tasks in ClickUp when deal is won in Pipedrive
- Capture task details from Slack mentions, run code, and create items in Notion
Capture task details from Slack mentions, run code, and create items in Notion