Build Project From New Contact

What Can You Do With This Automation?

An automation to build a project from a new contact offers many valuable benefits:

• Automatically create and assign tasks to team members when a new contact is added.
• Generate a personalized project plan based on the contact’s needs or preferences.
• Sync new contact details with CRM and project management tools.
• Trigger follow-up emails and notifications to ensure timely communication.
• Organize and prioritize upcoming meetings and deadlines related to the new contact.

Use Cases For Building Projects From New Contacts

This automation can be incredibly useful in situations such as:

• Onboarding new clients by automatically generating client-specific projects and tasks.
• Initiating marketing campaigns for newly acquired leads.
• Setting up support cases and follow-up tasks when new support tickets are logged.
• Creating event planning schedules and task assignments for new event participants.
• Streamlining recruitment processes by generating projects for new job applicants.

How To Use This Automation

Here’s how to set up your first Taskade Automation:

1. Go to the “Automations” tab in your workspace.
2. Click ➕ Add automation ➡ choose a template or start from scratch.
3. Click ➕ Add Trigger and define the conditions.
4. Click ➕ Add Action and define the conditions.
5. Enable the toggle in the top-right corner to activate the automation.