- Project Automation
- Project Initiation
- Auto-create projects
Create a new project when a sales opportunity stage changes
Automatically launching new projects when a sales opportunity stage changes ensures that work begins immediately on qualified leads without manual handoffs. This automation keeps teams aligned by creating standardized project templates and tasks the moment a deal advances. As a result, it reduces delays, prevents dropped follow-ups, and maintains consistent processes across sales and delivery.
Filter by common apps:
Daylite
LaunchBay
Salesforce
Better Agency
Filter by Zapier
LeadConnector
Google Drive
Motion
Close
ClickUp
Jira Software Cloud
Slack
Attio
Linear
ArcSite
- Create a new project in Motion.io when a new opportunity is generated in Daylite
- Create project in Motion.io when opportunity status updates in Salesforce
Create project in Motion.io when opportunity status updates in Salesforce
- Create project in Motion.io when opportunity stage moves in Better Agency and criteria are met
Create project in Motion.io when opportunity stage moves in Better Agency and criteria are met
- Create new project in Motion.io and folder in Google Drive when LeadConnector pipeline stage changes
Create new project in Motion.io and folder in Google Drive when LeadConnector pipeline stage changes
- Create new project in Motion when opportunity stage changes in LeadConnector
Create new project in Motion when opportunity stage changes in LeadConnector
- Create project list in ClickUp when sales opportunity is marked as won or active in Close
Create project list in ClickUp when sales opportunity is marked as won or active in Close
- Create project issue in Jira, notify team in Slack, and update Salesforce when new opportunity is won
Create project issue in Jira, notify team in Slack, and update Salesforce when new opportunity is won
- Create a new project in Linear when sales stage updates to won in Attio
Create a new project in Linear when sales stage updates to won in Attio
- Create new project in ArcSite with customer and opportunity details from LeadConnector
Create new project in ArcSite with customer and opportunity details from LeadConnector
