Instant Kickoff
Start projects the moment deals, orders, or forms land, eliminating manual setup delays.
- Project Automation
- Project Initiation
Project Initiation
Project Initiation automations instantly spin up projects in your work management tool whenever key sales or client events occur. By letting Zapier watch orders, contracts, forms, and pipeline stages, you remove the lag between closing business and kicking off delivery. Teams stay coordinated, clients experience faster onboarding, and no opportunity ever slips through the cracks.
Error Elimination
Reduce missed or duplicated projects by automating creation from consistent trigger points.
Team Alignment
Automatically notify and assign teammates so everyone begins work with up-to-date project details.
Featured use cases
Automatically convert submissions into organized project plans to save time and ensure consistent documentation without manual input.
+ moreAutomatically create standardized projects when a sales opportunity moves to a new stage, ensuring no qualified lead or deliverable is overlooked.
+ moreAutomatically set up new projects upon proposal approval to streamline onboarding and eliminate manual tasks.
+ moreInstantly convert new orders into fully organized project workflows to save time and ensure accuracy.
+ moreAutomatically create new projects from incoming inquiries to streamline lead handling and maintain organized workflows.
+ moreAutomatically create a new project when a lead hits a specific stage to streamline setup, reduce manual tasks, and accelerate onboarding.
+ more