When a new client fills out your onboarding form in Tally, a project and task list automatically appear in your project management tool. Your team knows exactly what to do next without a kickoff meeting or manual setup.
Build your client intake form in Tally with fields like project name, deadline, and scope
In Asana, create a project template with your standard task list
Open Zapier and set Tally 'New Submission' as the trigger
Set Asana as the action — choose 'Create Project from Template'
Map Tally fields (client name, deadline) to the Asana project fields
Add a second Asana action step to assign the first task to a team member, then test and activate
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut the time your team spends setting up new client projects and get everyone moving faster each week.
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Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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