1.Catch Hook progression request
Integrate Webhooks by Zapier and workflow routers to receive the progression request payload and expose client data to continue.
Create project and update client records from webhook
Automatically receive progression request payloads across Webhooks by Zapier and client databases in Google Sheets and Zapier Tables. Create and update Asana projects when progression request arrives or client identifier is provided or tracker URL is sharedβso you can keep onboarding records current, share project links, and eliminate manual onboarding paperwork.
How this automation accelerates client onboarding readiness
When progression request payloads arrive, delays can break onboarding timelines and leave project links missing. This automation receives the request, looks up and filters the client, then finds or creates records, creates an Asana project, and updates your trackerβso your team can start work fast.
Webhooks by Zapieror swap with your favorite app
2.Lookup client spreadsheet row
Integrate Google Sheets and spreadsheet operations to find the client row and map submission fields to lookup fields.
Google Sheetsor swap with your favorite app
3.Continue for qualifying clients
Integrate Filter by Zapier and conditional logic to continue only when the client row meets the configured stage and enabled checks.
Filter by Zapieror swap with your favorite app
4.Find or create table record
Integrate Zapier Tables and database mapping to match or create the client record and set the intake stage.
Zapier Tablesor swap with your favorite app
5.Create project from template
Integrate Asana and project templates to create the project, set custom fields from lookup values, and capture the project link.
Asanaor swap with your favorite app
6.Update client row with project link
Integrate Google Sheets and data writing to save the Asana project URL back to the client row and update intake status fields.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Pixie, ClockifySwap with your favorite apps.
Create a billable timesheet project for each new client
New client records without projects stop teams from tracking time and preparing invoices. Automatically provision billable projects so billing staff and project managers can log time and invoice same day.
- Apps: Webhooks by Zapier, Pipedrive, HarvestSwap with your favorite apps.
Create a delivery project from selected deal record
Your deals lack structured project records, leaving delivery teams without billing and scope context. This gives project managers a ready project and billing code to start onboarding same day.
- Apps: Copper, Filter by Zapier, SmartSuiteSwap with your favorite apps.
Create and update project records from closed deals
Your active license opportunities lack linked project records, delaying learner access and billing readiness for client engagements. Delivery teams can onboard clients same day ahead of scheduled starts.
- Apps: Wayfront, ClockifySwap with your favorite apps.
Create billable project from new client order for editors
You get new client orders with no project or client record, leaving editors unclear and invoicing delayed. The workflow creates the client and a billable project so editors can start work same day.
- Apps: HubSpot, Harvest, Filter by Zapier, Delay by ZapierSwap with your favorite apps.
Create billable project records when deals hit contract stage
Your signed deals often lack a linked project and setup hours, leaving project managers and billing without onboarding context. Teams can start onboarding and invoice same day.
- Apps: Zapier Forms, Formatter by Zapier, Gmail, Financial Cents, Google ChatSwap with your favorite apps.
Create client and project from intake form submission
Your intake form responses often arrive unrecorded, leaving prospects without a client record and delaying document requests and billing preparation. It creates the client and starter project so onboarding and billing teams can act same day.
- Apps: Pipedrive, Formatter by Zapier, Google Sheets, Timely Time TrackingSwap with your favorite apps.
Create client and project records from won deals
Your won deals don't create time-tracking projects, leaving PMs without budgets or assignments. Automatically provision clients and project records so teams can track hours and invoice promptly.
- Apps: Keap, Google Sheets, Sub-Zap by Zapier, monday.com, GmailSwap with your favorite apps.
Create client onboarding project and assign owner immediately
Tagged clients without a project or owner leave kickoff tasks unassigned. The workflow creates the onboarding project and populates systems so coordinators can act same day.
- Apps: Webhooks by Zapier, Formatter by Zapier, ClickUp, Google SheetsSwap with your favorite apps.
Create client project and log onboarding row for new client
Your client intake submissions lack a project and central record, forcing coordinators into duplicate entry. It creates a project and logs an intake row so coordinators can start setup same day.
- Apps: Airtable, Formatter by Zapier, Filter by Zapier, DubsadoSwap with your favorite apps.
Create client project and record from new applicant
Your intake entries often arrive without a started client workflow, delaying contracts and scheduling. The workflow creates a client project and updates your tracker so onboarding begins same day.
- Apps: Webhooks by Zapier, Zapier Tables, Filter by Zapier, Sub-Zap by Zapier, DubsadoSwap with your favorite apps.
Create client project and shared folder on approval
You lose momentum when inquiries need manual project setup and folder sharing, leaving coordinators without kickoff materials. It creates ready projects and shared folders for same-day onboarding.
- Apps: Webhooks by Zapier, Code by Zapier, Formatter by Zapier, Zapier Tables, DubsadoSwap with your favorite apps.
Create client project and tracker entry from inquiry form
Your inquiry submissions lack venue and contact context, delaying event setup and client prep. Coordinators receive populated project records and tracker rows for same-day follow-up.
- View all
Explore all client project management automations
Accelerate client delivery with automated project intake, task assignment, and deadline alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.