1.Catches onboarding submission
Integrate Webhooks by Zapier and data mapping tools to receive the onboarding payload and extract core submission fields.
Create build task and client folders from onboarding
Automatically provision client folders and assigned build ownership across Webhooks by Zapier, Formatter by Zapier, Google Drive, Google Sheets, Asana, and Gmail. Create and update when onboarding submitted, payload received, or fields mappedβso you can create tasks, populate build sheets, and notify ops without manual setup work.
How this automation accelerates build task handoffs
When onboarding submissions arrive without ready-to-work folders and tasks, build coordination slows and important deadlines slip. This automation receives the onboarding payload, provisions Drive folders and sheet copies, updates tracking logs, and creates routed Asana tasks with email notificationsβso your team can start on time.
Webhooks by Zapieror swap with your favorite app
2.Looks up assigned owner email
Integrate Formatter by Zapier and account lookup tools to lookup an account manager email and output the task owner.
Formatter by Zapieror swap with your favorite app
3.Creates client folders and file links
Integrate Google Drive and spreadsheet template tools to create client root folders, add subfolders, and move the template copy.
Google Driveor swap with your favorite app
4.Populates program sheet and logs
Integrate Google Sheets and reporting sheets to copy program templates and update summary rows and lookup mappings.
Google Sheetsor swap with your favorite app
5.Creates routed build task and notes
Integrate Asana and task assignment tools to create a project task with due date, assignee, and links to sheets and folders.
Asanaor swap with your favorite app
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Accelerate work distribution with automated request intake, owner assignment, and priority routing
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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.
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