Automated project creation from CRM data

Purpose

1. Automate seamless creation of restoration projects/jobs by extracting and transferring client and order data from CRM to project management, communication, and documentation systems, reducing manual entry, error rates, and operational delays.

2. Enable instant team notifications, generate project timelines, auto-assign tasks based on client requirements, automatically update inventory levels, collect client documents and approvals, and maintain synchronized digital records for antique furniture restoration workflows.

Trigger Conditions

1. New lead, service request, or won deal stage detected in CRM.

2. Update in client profile indicating restoration requirement.

3. Incoming web form or appointment booking for restoration services.

4. Manual tagging of client in CRM as "ready for project creation".

Platform Variants

1. Salesforce

• API Endpoint: /services/data/vXX.X/sobjects/Opportunity
  
• Configure: Trigger via Workflow Rule on won-opportunity status change.
  

2. HubSpot

• Endpoint: /crm/v3/objects/contacts
  
• Configure: Workflow using "Deal Stage is Won" trigger.
  

3. Zoho CRM

• API: /crm/v2/Leads
  
• Configure: Blueprint or custom function automating upon lead stage transition.
  

4. Microsoft Dynamics 365

• API: /api/data/v9.1/opportunities
  
• Configure: Use Power Automate with Opportunity Closure.
  

5. Pipedrive

• Endpoint: /deals/{id}
  
• Configure: Automation workflow "Deal moved to Won".
  

6. Monday.com

• API: /v2/projects
  
• Configure: Zapier/Integromat webhook triggered by new item.
  

7. Asana

• Endpoint: /projects
  
• Configure: API task creation triggered via webhook.
  

8. Trello

• Endpoint: /1/boards
  
• Configure: Butler automation to create board/card at CRM event.
  

9. ClickUp

• API: /api/v2/task
  
• Configure: Auto-task creation on webhook received.
  

10. Notion

• Endpoint: /v1/pages
  
• Configure: Database page creation via automation.
  

11. Airtable

• API: /v0/appBase/projects
  
• Configure: New row from CRM webhook, fields mapped.
  

12. Smartsheet

• API: /2.0/sheets
  
• Configure: Row creation upon new CRM lead.
  

13. Google Sheets

• API: Sheets API append
  
• Configure: CRM zap to append new project row.
  

14. Slack

• API: chat.postMessage
  
• Configure: Project channel announcement webhook.
  

15. Gmail

• API: /gmail/v1/users/me/messages/send
  
• Configure: Auto-send onboarding email on project creation.
  

16. DocuSign

• API: /v2/accounts/{accountId}/envelopes
  
• Configure: Auto-send document signature request after project initiated.
  

17. Dropbox

• API: /2/files/upload
  
• Configure: Auto-create project folder and file drop.
  

18. Xero

• API: /api.xro/2.0/Invoices
  
• Configure: Auto-generate initial invoice when project starts.
  

19. QuickBooks Online

• API: /v3/company/{companyId}/invoice
  
• Configure: Create project deposit invoice on kick-off.
  

20. Intercom

• API: /conversations
  
• Configure: Open auto-ticket for project details collection from client.
  

21. Zendesk

• API: /api/v2/tickets
  
• Configure: Open ticket for restoration job intake questionnaire.
  

22. Google Calendar

• API: /calendar/v3/calendars/{calendarId}/events
  
• Configure: Auto-schedule on-site inspection upon project launch.
  

Benefits

1. Eliminates manual data transfer between CRM and project tools, reducing errors and workload.

2. Accelerates project start times, improving client satisfaction and business throughput.

3. Ensures uniform, compliant project setup, enabling seamless coordination between teams.

4. Frees staff to focus on high-value restoration tasks instead of admin work.

5. Immediate document sharing, automated agreements, and client notification speeds up engagement.