- 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:
GoProposal
Harvest
Proposify
Google Sheets
ClickUp
Better Proposals
Qwilr
Basecamp
Dropbox
Ignition
monday.com
Dubsado
Copper
Filter by Zapier
Google Slides
Offorte Proposals
Asana
- Create a new monthly project in Harvest when a proposal is won in GoProposal
- Create new project and tasks in ClickUp from Proposify proposal acceptance, and add client info to Google Sheets
Create new project and tasks in ClickUp from Proposify proposal acceptance, and add client info to Google Sheets
- Create a proposal in Better Proposals when a new task is added in ClickUp
Create a proposal in Better Proposals when a new task is added in ClickUp
- Create a new project in Basecamp and a folder in Dropbox when a Qwilr project is accepted
Create a new project in Basecamp and a folder in Dropbox when a Qwilr project is accepted
- Create group and item in monday.com when proposal is accepted in Ignition
Create group and item in monday.com when proposal is accepted in Ignition
- Seamlessly Launch New Projects in Dubsado When Clients Sign Proposals in Proposify
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