- Project Automation
- Project Tracking
- Centralize participant data
Organize and document participant information from various sources for streamlined project tracking
This automation consolidates participant data from multiple platforms into a single project tracking hub, reducing manual data entry and eliminating information silos. It ensures all workshop registrations, feedback, meeting logs, and buyer details are automatically organized for real-time visibility and collaboration. By centralizing diverse inputs, teams save time on administrative tasks and maintain up-to-date project insights without switching between tools.
Filter by common apps:
Microsoft Teams
Notion
HoneyBook
Google Docs
Schedule by Zapier
Code by Zapier
Looping by Zapier
monday.com
Kajabi
Mailgun
Delay by Zapier
Pipedrive
Toggl Track
Slack
Webhooks by Zapier
Filter by Zapier
Trello
Formatter by Zapier
Circle
- Capture team discussions from Microsoft Teams and add comments in Notion
- Log project details in Google Docs when a new project is booked in HoneyBook
Log project details in Google Docs when a new project is booked in HoneyBook
- Retrieve contact information daily, process with Python, and create items in monday.com
Retrieve contact information daily, process with Python, and create items in monday.com
- Capture workshop registrations from Kajabi and create items in monday.com
Capture workshop registrations from Kajabi and create items in monday.com
- Track link interactions in Mailgun, delay, fetch item in monday.com, and update project timelines
Track link interactions in Mailgun, delay, fetch item in monday.com, and update project timelines
- Create client and project in Toggl Track, and notify team in Slack when deal stage updates in Pipedrive
Create client and project in Toggl Track, and notify team in Slack when deal stage updates in Pipedrive
- Create project and update deal in Pipedrive from webhook request
Create project and update deal in Pipedrive from webhook request
- Transfer case details from Trello to Notion for organized tracking
Transfer case details from Trello to Notion for organized tracking
- Record event RSVPs from Circle into Notion for tracking
Record event RSVPs from Circle into Notion for tracking