- 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:
Salesforce
Motion
Webhooks by Zapier
CompanyCam
Close
ClickUp
LeadConnector
SMS by Zapier
Copper
Filter by Zapier
Asana
Ramper Pipeline
Pipedrive
10,000ft
Slack
Google Drive
Gmail
- Create project in Motion, send custom request, and update Salesforce records when opportunity reaches appointment stage
- Create and update project records in CompanyCam from new Salesforce opportunities, and add project labels
Create and update project records in CompanyCam from new Salesforce opportunities, and add project labels
- 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
- Get notified and create a new project in CompanyCam when an opportunity advances in LeadConnector
Get notified and create a new project in CompanyCam when an opportunity advances in LeadConnector
- Automatically Launch a New Asana Project from Template When a Relevant Copper Opportunity is Created
Automatically Launch a New Asana Project from Template When a Relevant Copper Opportunity is Created
- Effortlessly Launch New Projects in Asana from Closed Won Opportunities in Salesforce
Effortlessly Launch New Projects in Asana from Closed Won Opportunities in Salesforce
- Get a New Task in Asana When an Opportunity Advances in Ramper Pipeline
Get a New Task in Asana When an Opportunity Advances in Ramper Pipeline
- Get Team Notified and Projects Created in 10,000ft When Pipedrive Deal Stage Changes
Get Team Notified and Projects Created in 10,000ft When Pipedrive Deal Stage Changes
- Stay Organized: Automatically Create a New Project Folder in Google Drive and a Corresponding Email Label in Gmail When Your Sales Opportunity Stage Changes
Stay Organized: Automatically Create a New Project Folder in Google Drive and a Corresponding Email Label in Gmail When Your Sales Opportunity Stage Changes
