New Client Onboarding Tasks JSON Brief

Map a new client record to a reusable onboarding task checklist. Customize a structured brief.

By PromptHelp

{
  "brief_type": "automation_planning_brief",
  "request": "Draft a Zap triggered by a new client marked Ready in [CRM APP]. Create a project in [TASK APP] using [ONBOARDING TEMPLATE], then save the project link to the client record. Pass client name, owner and kickoff date to the project. Check for an existing project link first to avoid duplicates. Show how missing owners or dates are handled, run sample tests and leave publishing to me.",
  "trigger": {
    "app": "[CRM APP]",
    "event": "new client marked Ready"
  },
  "action": {
    "app": "[TASK APP]",
    "event": "create project from template"
  },
  "template": "[ONBOARDING TEMPLATE]",
  "mapped_fields": [
    "client_name",
    "owner",
    "kickoff_date"
  ],
  "test_cases": [
    "ready client",
    "missing owner",
    "existing project"
  ],
  "publish_after_review": false
}

How to use this prompt

This JSON documents your automation request; it is not an importable Zap or API payload. Replace the example values and copy the "request" value into Zapier Copilot. Review app connections, mappings and test results before publishing.