Automatic creation of projects and tasks from new deals or orders

Purpose

1.1 Automate the creation of new projects and corresponding tasks in project management platforms when a new deal/order is received, eliminating manual data entry and speeding up workflow initiation.
1.2 Automate mapping of deal details (like customer info, products, deadlines) to structured projects and task lists, ensuring consistent process initiation for fabrication projects in a machine workshop.
1.3 Automating assignment, tracking, and communication of tasks to appropriate teams based on order specifications, supporting resource allocation and timeline management.

Trigger Conditions

2.1 Automatedly triggered on deal/order creation in a CRM, eCommerce, or sales platform.
2.2 Additional automation triggers include webhook events, API calls, status updates, or new form submissions.
2.3 Automator supports conditional logic for amount thresholds, priority levels, customer segments, or geographic criteria.

Platform Variants

3.1 Salesforce
• Object Trigger: "Opportunity" created.
• Function/API: REST API POST /services/data/vXX.X/sobjects/Project__c.
3.2 HubSpot
• Workflow Trigger: "Deal won."
• Feature/API: Workflow automation to call POST /crm/v3/objects/tasks.
3.3 Pipedrive
• Automation: New deal entered.
• API: POST /deals/{id}/activities.
3.4 Zoho CRM
• Blueprint: Stage change to "Closed Won".
• API: POST /crm/v2/Tasks.
3.5 Monday.com
• Automation: New item in board.
• API: POST /v2/items.
3.6 Asana
• Webhook: New project/Deal in CRM.
• API: POST /projects, POST /tasks.
3.7 Trello
• Automation: Card creation based on webhook.
• API: POST /1/cards.
3.8 Jira
• Automation: Issue creation via webhook.
• Function: POST /rest/api/3/project, POST /rest/api/3/issue.
3.9 ClickUp
• Trigger: New deal in external app.
• API: POST /api/v2/list/{list_id}/task.
3.10 Airtable
• Automation: New Deal row entered.
• API: POST /v0/{baseId}/{tableName}.
3.11 Smartsheet
• Trigger: Row added/Sheet API.
• API: POST /2.0/sheets/{sheetId}/rows.
3.12 Notion
• Automation: New database entry (deal/order).
• API: POST /v1/pages.
3.13 Wrike
• Automation: Webhook from CRM.
• API: POST /workspaces/{spaceId}/tasks.
3.14 Microsoft Teams/Planner
• Trigger: New order in SharePoint List.
• API: POST /planner/tasks to create tasks.
3.15 Basecamp
• Automation: Webhook or Zapier integration.
• API: POST /projects.json, POST /buckets/{project_id}/todosets/{id}/todos.json.
3.16 Teamwork Projects
• Trigger: Deal/Order webhook.
• API: POST /projects.json, POST /tasks.json.
3.17 Odoo
• Automation: Sales order creation triggers project.
• API: POST /api/project.project, /api/project.task.
3.18 SAP Business One
• Automation: Sales order event triggers project task.
• API: POST to appropriate service layer endpoints.
3.19 Quick Base
• Automation: New record in sales/orders table.
• API: POST /v1/records.
3.20 Smartsheet (again for diversity)
• Trigger: Form submitted for fabrication order.
• API: POST /2.0/sheets/{sheetId}/rows for task creation.

Benefits

4.1 Automates project and task setup, ensuring no time lost between sales and operations start.
4.2 Automatedly eliminates manual project entry errors and standardizes task templates.
4.3 Automator enables faster order delivery and improved client satisfaction for fabrication services.
4.4 Automation provides instant resource allocation and progress tracking from order receipt.
4.5 Automates notifications ensuring all team members are informed and aligned on new work.
4.6 Scalability improves as automation handles increased workflows without hiring extra admin staff.
4.7 Automating such flows results in structured documentation and audit trails for every project/order initiation.
4.8 Automatable integrations adapt to changes in process requirements, providing long-term efficiency for machine workshop business models.