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  1. Project Automation
  2. Project Initiation
  3. Auto-create projects

Create a new project when a proposal is accepted

This automation instantly triggers project setup whenever a client’s proposal moves to an approved status, ensuring no opportunity slips through the cracks. It centralizes task creation and client onboarding steps without manual intervention, maintaining consistent workflows. By automating these steps, teams save time, reduce errors, and deliver faster responses to clients.

Filter by common apps:

  • Proposify
  • Dubsado
  • Copper
  • Filter by Zapier
  • monday.com
  • Google Slides
  • Offorte Proposals
  • Asana
  • Teamwork
  • Sunwise
  • LeadConnector
  • Gmail
  • Formatter by Zapier
  • Notion
  • Slack
  • Jira Software Cloud