When a new client fills out your intake form, the details automatically create a new project or task in your project management tool. Your team sees the work right away without you forwarding emails or retyping info. This cuts the gap between 'client signed up' and 'work started' down to minutes.
Build your client intake form in Google Forms with fields like project name, deadline, and scope
Make sure responses flow into a connected Google Sheet
In Make or Zapier, set the trigger to 'New row in Google Sheets'
Set the action to create a new task or project in Asana or ClickUp
Map intake form fields to the right task fields (name, due date, description)
Add a second action to notify your team in Slack about the new project
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut project setup time to nearly nothing and start new client work the same day, every time.
Grab a 15-minute chat. We don't sell software, so we have no stake in which one you use.
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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