1.Detect new project created
Integrate commonsku and client intake tools to detect new projects and surface client and owner details.
Create a client record and send onboarding notice
Automatically monitor new project creation across commonsku and Zapier Tables. Create and update when client records are missingβso you can find matching clients, send onboarding notices, and create CRM records without manual follow-up.
How this automation creates onboarding-ready client records
When new projects start without a matching client record, onboarding gets delayed and teams waste time rechecking lists. This automation monitors new projects and looks up clients, then it sends onboarding notices and creates missing recordsβso your team can onboard faster.
commonskuor swap with your favorite app
2.Find matching client record
Integrate Zapier Tables and data lookup tools to search your client table and match by client name or key.
Zapier Tablesor swap with your favorite app
3.Continue only for new clients
Integrate Filter by Zapier and rules engine tools to proceed only when no client record match is found.
Filter by Zapieror swap with your favorite app
4.Send onboarding notification email
Integrate Email by Zapier and email delivery tools to notify internal recipients and the project owner.
Email by Zapieror swap with your favorite app
5.Create new client record
Integrate Zapier Tables and CRM records tools to create a new client entry and map source fields to client fields.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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.
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