1.Monitors new spreadsheet row
Integrate Google Sheets and spreadsheet automation to catch each new intake row and pass row details forward for setup.
Create time projects from new client spreadsheet rows
Automatically monitor new intake spreadsheet rows across Google Sheets and Timely Time Tracking. Create time projects when new intake row added, client match found, or sheet row submittedβso you can create projects, link clients, and write project IDs back without manual tracking.
How this automation creates time projects your team can staff
When new client intake rows arrive but project setup stays manual, delays pile up and time tracking starts late. This automation captures intake data, finds matching clients, creates time projects, and updates the original sheetβso your team can start work faster.
Google Sheetsor swap with your favorite app
2.Finds the matching client
Integrate Timely Time Tracking and client lookup tools to match the client name and retrieve the client identifier.
Timely Time Trackingor swap with your favorite app
3.Creates the time project
Integrate Timely Time Tracking and project configuration tools to create the project record with notes and defaults.
4.Updates the sheet row
Integrate Google Sheets and reporting systems to write the new project identifier back to the originating row.
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.