- Partner Automation
- Partner Collaboration
- Partnership Submission Automation
Capture and organize partnership submissions
Automate the collection, organization, and notification of partnership submissions to ensure no opportunity slips through the cracks. Generate unique identifiers, centralize records in your chosen database, and instantly alert stakeholders for faster follow-up. Automatically draft and deliver customized agreements or documents to partners, accelerating onboarding and reducing manual work.
Filter by common apps:
Tally
Notion
Slack
Email by Zapier
WPForms
SignNow
Typeform
Smartsheet
Microsoft Excel
Mailchimp
Google Sheets
Formsite
noCRM.io
Formatter by Zapier
Asana
Gmail
monday.com
Docusign
Webflow
Kiflo PRM
HubSpot
PandaDoc
- Capture new partner registrations, create database entries, notify the team on Slack, and send welcome emails
- Generate and send partnership agreement for review in SignNow from new WPForms entry
Generate and send partnership agreement for review in SignNow from new WPForms entry
- Capture partnership requests from Typeform, add to Smartsheet and Excel, and notify team on Slack
Capture partnership requests from Typeform, add to Smartsheet and Excel, and notify team on Slack
- Capture new partner info from Typeform, add to Mailchimp, notify team on Slack, and log in Google Sheets
Capture new partner info from Typeform, add to Mailchimp, notify team on Slack, and log in Google Sheets
- Capture new partnership inquiries from Formsite, create leads in noCRM.io, and add comments
Capture new partnership inquiries from Formsite, create leads in noCRM.io, and add comments
- Receive Instant Task Creation and Confirmation Emails from Google Sheets Submissions to Asana and Gmail
Receive Instant Task Creation and Confirmation Emails from Google Sheets Submissions to Asana and Gmail
- Process new partner form submissions, format contact info, create item in monday.com, and send DocuSign request
Process new partner form submissions, format contact info, create item in monday.com, and send DocuSign request
- Create new partner record in Kiflo PRM from Webflow form submission
Create new partner record in Kiflo PRM from Webflow form submission
- Receive a Customized Agreement Document Instantly After a New HubSpot Form Submission
Receive a Customized Agreement Document Instantly After a New HubSpot Form Submission
