- Project Automation
- Project Initiation
- Auto-create projects
Create a new project when a proposal is accepted
This automation instantly triggers project setup whenever a client’s proposal moves to an approved status, ensuring no opportunity slips through the cracks. It centralizes task creation and client onboarding steps without manual intervention, maintaining consistent workflows. By automating these steps, teams save time, reduce errors, and deliver faster responses to clients.
Filter by common apps:
Proposify
Dubsado
Copper
Filter by Zapier
monday.com
Google Slides
Offorte Proposals
Asana
Teamwork
Sunwise
LeadConnector
Gmail
Formatter by Zapier
Notion
Slack
Jira Software Cloud
- Seamlessly Launch New Projects in Dubsado When Clients Sign Proposals in Proposify
- Stay Organized: Automatically Create a New Item in Monday.com When Opportunity Stage Changes in Copper
Stay Organized: Automatically Create a New Item in Monday.com When Opportunity Stage Changes in Copper
- Instantly Generate a New Proposal in Proposify When You Start a New Presentation in Google Slides
Instantly Generate a New Proposal in Proposify When You Start a New Presentation in Google Slides
- Stay Organized: Automatically Create a Task in Asana When Your Offorte Proposal is Accepted
Stay Organized: Automatically Create a Task in Asana When Your Offorte Proposal is Accepted
- Seamlessly Create a New Company Record in Teamwork When a Proposal is Accepted in Proposify
Seamlessly Create a New Company Record in Teamwork When a Proposal is Accepted in Proposify
- Stay Organized: Automatically Add or Update Contacts in LeadConnector When a New Project Proposal is Created in Sunwise
Stay Organized: Automatically Add or Update Contacts in LeadConnector When a New Project Proposal is Created in Sunwise
- Stay Informed: Get Notified and Create a New Task in Notion When a Proposal is Accepted via Gmail
Stay Informed: Get Notified and Create a New Task in Notion When a Proposal is Accepted via Gmail
- Stay Organized: Automatically Create Asana Tasks for New Proposals in Proposify
Stay Organized: Automatically Create Asana Tasks for New Proposals in Proposify
- Stay Organized: Automatically Create a New Task in Jira When a Client Accepts Your Proposify Proposal
Stay Organized: Automatically Create a New Task in Jira When a Client Accepts Your Proposify Proposal
