The available flows templates are tied to opportunity while my use case is total different and somewhat dynamic because I need the option to point to 2 different templates depending on existing or new clients.
I do not find any sample document to refer too for this scenario , can anyone share a source please?
Ashwini is correct that you can certainly automate Project creation from an Account action rather than an Opportunity. In the article previously shared, stick with the sections labeled "Simple Repeatable Process" as a guideline. It sounds as though you will have two options for Templates that depend on whether the TaskRay Project will be for existing or new clients, so you may need to include a decision element in the Flow that you create and select the applicable Template based on that. If you'd rather not create a Record Triggered Flow, there are also certainly options to create a Screen Flow to tailor more direct steps for creating a new TaskRay Project.
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