1.Detects won deal match
Integrate Pipedrive and sales CRM data to find the won deal event and map deal fields for project creation.
Create project workspace and billing tasks from won deal
Automatically detect won deal matches in Pipedrive across Pipedrive, Zapier Tables, Confluence Cloud, Formatter by Zapier, Anthropic (Claude), and ClickUp. Create and update project records and deliverable tasks when deals closeβso you can launch delivery work without manual follow-up or setup.
How this automation accelerates delivery kickoff
When won deals need project setup, delays can stall delivery planning and push milestone work out. This automation finds or creates a project registry, converts SOW content, and builds ClickUp folders and milestone tasksβso your team can start immediately.
Pipedriveor swap with your favorite app
2.Finds deal and linked organization
Integrate Pipedrive to pull the closed deal and resolve the related organization to map client info.
3.Finds or creates project registry record
Integrate Zapier Tables to search by deal ID and create a new project record when no match is found.
Zapier Tablesor swap with your favorite app
4.Converts SOW to markdown
Integrate Confluence Cloud and Formatter by Zapier to retrieve SOW content, convert HTML to markdown, and prepare narrative input.
Formatter by Zapieror swap with your favorite app
5.Generates project JSON and deliverables
Integrate Anthropic (Claude) to extract a project summary and deliverables list as structured JSON from SOW content.
Anthropic (Claude)or swap with your favorite app
6.Creates folder, page, and tasks
Integrate ClickUp to create the project folder, document, and milestone tasks by looping deliverables and due dates.
ClickUpor swap with your favorite app
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Step 1
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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
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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
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