- 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
Jira Software Cloud
Slack
Attio
Filter by Zapier
Linear
LeadConnector
ArcSite
Avaza
Notion
Asana
Google Calendar
Google Drive
Pipedrive
10,000ft
Autotask
monday.com
Teamwork
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- 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
- Create a new project in Avaza when an opportunity is updated in Salesforce
Create a new project in Avaza when an opportunity is updated in Salesforce
- Create project in Asana, add event in Google Calendar, and create folder in Google Drive from Notion
Create project in Asana, add event in Google Calendar, and create folder in Google Drive from Notion
- Create project in 10,000ft and notify team in Slack when Pipedrive deal stage updates
Create project in 10,000ft and notify team in Slack when Pipedrive deal stage updates
- Create new item in monday.com when Autotask identifies a new opportunity
Create new item in monday.com when Autotask identifies a new opportunity
- Create a new project in Teamwork when LeadConnector pipeline stage changes
Create a new project in Teamwork when LeadConnector pipeline stage changes
- Create project board in monday.com and notify Slack channel when opportunity status changes
Create project board in monday.com and notify Slack channel when opportunity status changes
