- Project Automation
- Project Management
- Automated task organization
Organize project goals and tasks
Automatically capture and manage project goals and tasks by syncing events across CRMs, communication tools, and project management platforms. By automating task creation and updates based on stage changes, mentions, or new items, teams stay aligned in real time and eliminate manual entry. This ensures improved visibility into progress, reduces missed deadlines, and keeps everyone focused on priorities.
Filter by common apps:
HubSpot
Formatter by Zapier
Notion
Slack
Code by Zapier
Cheqroom
Float
Streak
Gmail
LeadConnector
Asana
Pipedrive
ClickUp
Zoom
- Create project item in Notion from HubSpot deal stage update, and capture relevant information
- Capture task details from Slack mentions, run code, and create items in Notion
Capture task details from Slack mentions, run code, and create items in Notion
- Convert new Cheqroom reservations into Notion tasks for team visibility
Convert new Cheqroom reservations into Notion tasks for team visibility
- Create project milestones in Notion when new milestones are added in Float
Create project milestones in Notion when new milestones are added in Float
- Create tasks and send emails when Streak box stage changes
Create tasks and send emails when Streak box stage changes
- Create task in Asana when opportunity stage changes in LeadConnector, and format deadlines with Formatter
Create task in Asana when opportunity stage changes in LeadConnector, and format deadlines with Formatter
- Create project list and tasks in ClickUp when deal is won in Pipedrive
Create project list and tasks in ClickUp when deal is won in Pipedrive
- Create task in ClickUp from Zoom meeting summary, and format details with Formatter by Zapier
Create task in ClickUp from Zoom meeting summary, and format details with Formatter by Zapier
- Create and manage tasks in Asana from Pipedrive deal updates
Create and manage tasks in Asana from Pipedrive deal updates
