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  1. Project Automation
  2. Project Initiation

Project Initiation

Project Initiation automations instantly spin up projects in your work management tool whenever key sales or client events occur. By letting Zapier watch orders, contracts, forms, and pipeline stages, you remove the lag between closing business and kicking off delivery. Teams stay coordinated, clients experience faster onboarding, and no opportunity ever slips through the cracks.
Project Initiation

Instant Kickoff

Start projects the moment deals, orders, or forms land, eliminating manual setup delays.

Error Elimination

Reduce missed or duplicated projects by automating creation from consistent trigger points.

Team Alignment

Automatically notify and assign teammates so everyone begins work with up-to-date project details.

Featured use cases

Automatically convert submissions into organized project plans to save time and ensure consistent documentation without manual input.

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Automatically create standardized projects when a sales opportunity moves to a new stage, ensuring no qualified lead or deliverable is overlooked.

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Automatically set up new projects upon proposal approval to streamline onboarding and eliminate manual tasks.

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Instantly convert new orders into fully organized project workflows to save time and ensure accuracy.

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Automatically create new projects from incoming inquiries to streamline lead handling and maintain organized workflows.

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Automatically create a new project when a lead hits a specific stage to streamline setup, reduce manual tasks, and accelerate onboarding.

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Bring your workflow ideas to life. Build your first automation in minutes.

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Related to Project Initiation

Project Automation

Project Updates

Project Automation

Project Tracking

Project Automation

Gestion de projet

Project Automation

Project Documentation

Project Automation

Project Coordination

Project Automation

Project Completion