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⚡️ Sortlist Action: Apply on Opportunity

The Apply on Opportunity action in Zapier lets you automatically apply to a Sortlist project.

Written by Thibaut Vanderhofstadt

This is a powerful automation — but like all powerful tools, it comes with responsibility.

⚠️ Disclaimer: Use with Care

  • Each application costs credits. If you set up this action without rules, you risk applying on everything → draining your credits fast.

  • There is no auto-refund for wrong or irrelevant auto-applies.

  • Misusing this action could also create a bad experience for buyers, which hurts your chances of winning projects.

👉 Always combine this action with Filters and/or AI decision trees before auto-applying.

🔑 Required Field: Opportunity ID

To apply on a project, the action needs the Opportunity ID.

  • This ID is provided in the trigger step (e.g., New Opportunity Received).

  • You must map the field opportunity.id from the trigger into the Apply on Opportunity action.

  • Without this ID, the action cannot execute.

Example mapping:

  • Trigger: New Opportunity Received → opportunity.id = 123456789

  • Action: Apply on Opportunity → Opportunity ID = {{opportunity.id}}


🛡️ Best Practices

  1. Use Zapier Filters for Hard Rules
    Example filters:

    • Country = France

    • Employees ≥ 40

    • Budget ≥ €10k

    • Language includes English OR French

  2. Use Paths for OR Logic
    Example branches:

    • Path A: Budget > €10k AND Employees > 40

    • Path B: Budget missing AND Employees > 100

  3. Add AI for Smart Decisions

    • Use OpenAI to check project description vs your agency expertise.

    • Only continue if the AI says TRUE (Apply).

    • Prompt example:

      “Answer only TRUE or FALSE. TRUE if the project clearly matches my agency profile. Otherwise FALSE.”

    ⚠️ Note: AI tokens cost money. If you receive hundreds of opportunities per week, the cost can add up quickly. For cheaper solutions → rely on Paths & Filters as much as possible, and reserve AI for cases where text interpretation is really needed.

🎓 Want a Concrete Example?

Check out Module 6 of the Training Flow → where we guide you step by step through building an advanced auto-apply workflow with:

  • Filters for country, language, employees, and budget.

  • Paths for branching logic.

  • An AI/LLM final decision tree.

  • The “Apply on Opportunity” action as the last step.

This module shows the full setup with screenshots, conditions, and prompts so you can copy it directly into your own Zap.

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