Node: Create project from deal

The Create project from deal node takes a CRM deal and creates a Projects board card from it, copying its title, amount, and contact, and leaving the card linked back to the source deal. It's the typical bridge between Sales and Projects: "when I win a deal, automatically kick off the onboarding project."

When to use it

• In a flow triggered by Deal won, to instantly create the implementation or onboarding project/task.
• In any CRM event where you want an operational trail in Projects, without a rep needing to create the card by hand.

Configuration

• Board (required): the target Projects board.
• Group (optional): the group/column within the board; if not set, the card is created with no group assigned (the board's "Ungrouped" section).
• Title (optional): if not set, uses the deal's title.
• Deal (optional): defaults to the deal that triggered the flow; you can target another one by id.
• Link deal (default: on): if turned off, the card is created with copied data but is NOT linked back to the source deal.

Example

Flow "Deal won → onboarding": trigger Deal won → Create project from deal node with Board="Customer onboarding", Group="New". As soon as the deal is marked won, a project card appears with the customer's name and contact already attached, plus a link back to the deal so anyone can check the sale's details.

Tips

• With "Link deal" on, you can jump straight from the board card back to the original deal; use it so Projects and Sales share the same thread of information.
• Combine it with the Book appointment (Calendar) node in the same flow to create the project AND book the welcome call in one shot.

Troubleshooting

• The card isn't created and there's no obvious deal: check that the flow's trigger actually delivers a deal in context (e.g. it's a deal.* type event), or set the id manually.
• The card isn't linked to the deal: check that "Link deal" is turned on in the node's configuration.