Action: Create Project


1. To create a project automatically, click the "Create" button and select "Project."

2. Enter a name for your automation. This should briefly outline your automated action. For example, "New Project". It will be displayed on the automation board.

3. In the Run field, choose a time when specific action (sending notification) will occur:

  • Immediately. The automation rule is run immediately after the stage/status change.
  • X minutes/days/hours after the Current time, End Date or the Start Date, Created and Modified, as well as Completed and Opened dates for tasks. For example, the notification is to be created in 5 days after the current time.
  • X minutes/days/hours before the End Date or the Start Date. Automation is run the specified number of minutes (hours, days) before the specified date. For example, the notification is to be created 1 day before the opportunity end date.
  • Exact time — select the Start date or the End date, Created and Modified, as well as Completed and Opened dates for tasks. The automation is run exactly at a specified time, for example, on the task deadline.

4. Add the condition that must be met for your rule to continue running. For instance, the project should be created only if the opportunity amount is more than $5.000. To create a condition, select an opportunity field and custom values for the condition. Learn more

5. After previous automation rule. You may set up the sequence of automation rules. This option empowers you to create a sequence of actions when your rule shouldn’t be run before the previous rule is applied.

6. Add a name and a description of your project. In Flowlu, you can automatically replace data with information provided in the opportunity/task, by which this project will be created. To do it, use variables that can be found by clicking on "three dots" button on the right. All main fields of the opportunity/task as well as custom fields can be used in the variables. For example, using the Opportunity Name variable, you can create a project with the same name as your opportunity. 

7. Select project priority and link it to the project workflow if needed.

8. Add an assignee. For example, use the "Opportunity: Assignee" variable to automatically place the required responsible person from each opportunity.

9. Choose project team. 

10. Select Project Financial Management mode.

11. Click Save to apply your changes.