1.Monitors new project creation
Integrate Moxie and automation workflow tools to detect project start signals and route downstream setup actions.
Create project record and client folder on startup
Automatically watch new project created events in Moxie across Google Drive, Zapier Tables, and Email by Zapier. Create project records, provision client folders, and notify operationsβso you can kick off projects without manual setup.
How this automation accelerates kickoff readiness
When new project created events are missed, setup delays can slow delivery and kickoff. This automation creates a project record, provisions client and project folders and copies starter notes, so your team can start faster with clear next steps.
Moxieor swap with your favorite app
2.Creates canonical project record
Integrate Zapier Tables and database tools to create a new record, map project and client fields, and set status to Active.
Zapier Tablesor swap with your favorite app
3.Finds or creates client folder
Integrate Google Drive and storage folders to find or create a client folder under your configured parent and map client name.
Google Driveor swap with your favorite app
4.Creates project subfolder
Integrate Google Drive and folder templates to create a project subfolder inside the client folder using the project name mapping.
5.Copies project notes template
Integrate Google Drive and document templates to copy your project notes template into the new folder and rename it to the project name.
6.Sends operations kickoff email
Integrate Email by Zapier and messaging tools to send operations a notification with the project record link and folder link.
Email by Zapieror swap with your favorite app
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: bexio, Formatter by Zapier, Zapier TablesSwap with your favorite apps.
Add accounting project entries to your projects table
Accounting project entries often lack standardized dates or owner links, causing manual triage and delayed handoffs. Sync formatted dates and owner lookups so project and ops teams can act same day.
- Apps: Trello, Filter by Zapier, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add completed card rows to your project tracker sheet
Your board's completed cards aren't centralized, so program coordinators miss completion context and reporting is delayed. This logs card completion rows to a shared spreadsheet so coordinators can audit and report same day.
- Apps: Rocketlane, Filter by Zapier, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add each new implementation project to tracking spreadsheet
Your implementation projects arrive unlogged, leaving coordinators without launch dates. It logs new projects to a central sheet so your team can prioritize launches same day.
- Apps: Jotform, Filter by Zapier, Google SheetsSwap with your favorite apps.
Add evaluation submissions to project team tracking sheets
Evaluation responses aren't recorded consistently across tracking sheets, causing reporting gaps. It logs submissions to team sheets so project managers can review results the same day.
- Apps: Wufoo, Formatter by Zapier, SmartsheetSwap with your favorite apps.
Add form orders to project tracking sheet for production
Your yard-sign order form submissions often sit unrecorded, delaying production scheduling and shipping. The flow logs each submission to your project tracking sheet so fulfillment can start same day.
- Apps: HubSpot, Formatter by Zapier, Google Sheets, SlackSwap with your favorite apps.
Add master project record for won deals to tracker
Won deals missing project UIDs and owner context delay provisioning and launch prep. The workflow logs the UID to a master tracker and notifies project coordinators for same-day handoff.
- Apps: Webhooks by Zapier, Zapier Tables, monday.com, Google Sheets, AI by Zapier, Google DriveSwap with your favorite apps.
Add new client files to project tracking sheet
Your client project files arrive untracked, causing delayed handoffs and unclear ownership across projects. Keep a centralized file log and rename entries so coordinators find files same day.
- Apps: Zapier Forms, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add new form submissions to project intake spreadsheet
When intake form submissions aren't consolidated, you lose intake visibility and miss timely handoffs. It appends each submission to a central sheet so coordinators can triage same day.
- Apps: Smartsheet, Filter by Zapier, Formatter by Zapier, Microsoft ExcelSwap with your favorite apps.
Add new project rows to central project list
Your intake rows require manual copying into the project log, delaying handoffs and start dates. It keeps the list current so managers can hand off work same day.
- Apps: Kintone, Google Sheets, Email by ZapierSwap with your favorite apps.
Add new project rows to master tracking sheet
Your project entries aren't centralized, causing missed briefs and billing delays. It pushes project details into a master sheet so producers can act same day.
- Apps: Google Sheets, Formatter by Zapier, Microsoft Excel, Paths by ZapierSwap with your favorite apps.
Add or update alert rows in project tracker
Your GP alert sheet rows can go unnoticed, leaving project managers without case context and delaying triage. Synchronizing changes into a central tracker keeps managers informed for same-day action.
- Apps: Schedule by Zapier, Google Sheets, Filter by ZapierSwap with your favorite apps.
Append daily new job entries to master backlog
Your NEW sheet job rows aren't consolidated, leaving the project backlog incomplete and slowing prioritization. Consolidated master rows ensure accurate backlog visibility ahead of each day's standup.
- View all
Explore all project tracking automations
Improve project visibility with automated status updates, deadline alerts, and task logging
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.