- Project Automation
- Project Initiation
- Automate inquiry to project
Create a new project when a new inquiry is received
This automation captures incoming inquiries and automatically sets up corresponding projects or tasks in your workflow, ensuring no potential lead or job is overlooked. It eliminates manual data entry and reduces the risk of errors by seamlessly transferring inquiry details into your project management system. As a result, teams can respond faster, maintain organized records, and focus on delivering high-quality service.
Filter by common apps:
monday.com
Google Sheets
Filter by Zapier
Harvest
Jobber
Asana
Squarespace Forms
Slack
Convenia
ClickUp
Albi
CompanyCam
Capsule CRM
Jibble
Simpro
Clockify
Sprout Studio
- Create new project item in monday.com from new opportunity in BoondManager
- Create new project in Harvest from updated Google Sheets entry
Create new project in Harvest from updated Google Sheets entry
- Create a new project in Asana when a quote is approved in Jobber
Create a new project in Asana when a quote is approved in Jobber
- Create task in Asana and notify Slack channel on new Squarespace form submission
Create task in Asana and notify Slack channel on new Squarespace form submission
- Create task in ClickUp when new admission is completed in Convenia
Create task in ClickUp when new admission is completed in Convenia
- Create new project in CompanyCam when a new project is initiated in Albi
Create new project in CompanyCam when a new project is initiated in Albi
- Create a new project in Jibble when a project is created or updated in Capsule CRM
Create a new project in Jibble when a project is created or updated in Capsule CRM
- Create project in Clockify when new job is created in Simpro
Create project in Clockify when new job is created in Simpro
- Create a new Slack channel and invite team members for new Sprout Studio shoots
Create a new Slack channel and invite team members for new Sprout Studio shoots