Skip to content
Templates
Create client project folders and trackers after signing

Create client project folders and trackers after signing

Your signed contracts require manual folder and tracker setup, wasting hours and risking missed vendor deadlines. Provision the project workspace and deliver links to you and coordinators the same day.

Create client project folders and trackers after signing

Workflow preview:

Zap details:

Overview

As a solo wedding planner you can't spend hours on admin every time a couple signs—those hours delay vendor outreach and billing prep. This flow provisions the folder structure, copies planning trackers, updates your master schedule, and emails you the links so planning starts the same day.

Create client project folders and trackers after signing