---
title: "Workflow: Create Customer and/or Project When a Card Is Created"
url: "https://help.ontraccr.com/en/article/workflow-create-customer-and-or-project-when-a-card-is-created"
language: "en"
last_updated: "2025-05-27T10:35:24.556Z"
---

# Workflow: Create Customer and/or Project When a Card Is Created

## **🧾 Workflow: Create Customer and/or Project When a Card Is Created**  
 

### **Overview**

This workflow allows you to **automatically create a customer and/or project** in Ontraccr whenever a **new card is created** on a specific board. It’s especially useful in CRM, intake, and lead qualification boards where each card represents a new job, client, or opportunity.

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## **🎯 When to Use This Workflow**

Use this when:

-   A new card represents a **new client request**, project, or intake
-   You want to avoid duplicating data entry between cards and records
-   You want to ensure every card leads to a **full customer/project record**
-   You want customer and project creation to happen **at the start of the workflow**

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## **🧩 How to Set It Up**

1.  Open the board where the workflow should apply
2.  Go to **Settings > Workflows**
3.  Click ➕ **Add**
4.  Choose: **“Create Customer and/or Project When Card Is Created”**

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### 🔧 Setup Fields

| Field | Description |
| --- | --- |
| **Workflow Name** | Label the workflow (e.g., “Auto-create project for new lead”) |
| **Create Customer** | Toggle ON to create a new customer record |
| **Create Project** | Toggle ON to create a new project record |
| **Mapping Fields** | Map fields from the card into the customer/project fields in Ontraccr |

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## **📇 Mapping Options**

You can map fields such as:

### Customer:

-   Customer Name (Required)
-   Office Phone (Required)
-   Office Email (Required)
-   Other optional fields: Mobile, Billing Email, Website, Address

### Project:

-   Project Title (Required)
-   Address (Required)
-   Optional fields: PO Number, Contact Info, Project Type, Budget, Start Date, etc.

✅ You don’t have to map every field — just the essentials for your workflow.

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## **✅ Example Use Case**

-   A card is created in the “New Intake” board for a client named “Greenstone Developments”
-   The workflow automatically:
    -   Creates a **customer record** using the card’s contact and address fields
    -   Creates a **project record** titled “Tower B Retrofit – Phase 1”
-   Project managers can now begin the job setup process immediately

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## **🧠 Tips & Edge Cases**

-   Use this when you want to **automate CRM-to-project transitions**
-   If you only want to create one (customer or project), just toggle the other OFF
-   You can combine this with other workflows (e.g., assign tasks or send emails at creation)
-   Ensure cards have the required info filled in, or the workflow may fail