Business owners: ensure project cards move after gallery delivery
Business owners: ensure project cards move after gallery delivery
Business owners miss 'Gallery Sent' notes buried in deals, causing delayed handoffs and missed follow-ups. Zapier moves the project card when that note appears so production starts follow-up faster.
Overview
Hidden gallery delivery notes lead to delayed handoffs and missed client follow-ups. This workflow moves the project card when a deal note contains "Gallery Sent", eliminating manual board updates and getting production to act quickly. Teams report faster handoffs and fewer missed gallery follow-ups.
Notable Features
- Detect Gallery Sent in deal notes
- Move project card to gallery list
- Notify production of delivery status