- Partner Automation
- Partner Onboarding
- Automated partner onboarding
Manage onboarding processes and track agreements for partners
This automation streamlines partner onboarding and agreement tracking by automating contract generation, signature collection, and notifications. It reduces manual tasks and errors by instantly creating and storing agreements, triggering alerts when actions are required, and updating partner records. Users gain faster onboarding cycles, improved compliance visibility, and consistent partner communications.
Filter by common apps:
Square
Dubsado
Kajabi
SQL Server
Webhooks by Zapier
Filter by Zapier
RD Station
Google Forms
Code by Zapier
Docusign
Pipedrive
Simply.Coach
Typeform
Microsoft Outlook
HubSpot
Dropbox Sign
SignRequest
ActiveCampaign
Asana
Facebook Custom Audiences
WordPress
PandaDoc
Slack
- Create project in Dubsado, and grant access in Kajabi when new payment in Square
- Monitor new contracts in SQL Server, register conversion events in RD Station
Monitor new contracts in SQL Server, register conversion events in RD Station
- Create draft contract in Docusign from Google Forms responses, and run Javascript code
Create draft contract in Docusign from Google Forms responses, and run Javascript code
- Create engagement in Simply.Coach for new client from Pipedrive deal match
Create engagement in Simply.Coach for new client from Pipedrive deal match
- Collect new partner info, notify team, and send NDA for signature
Collect new partner info, notify team, and send NDA for signature
- Create partner record in HubSpot, send signature request in Dropbox Sign
Create partner record in HubSpot, send signature request in Dropbox Sign
- Track signed agreements, update contacts, create tasks, and add to marketing audiences
Track signed agreements, update contacts, create tasks, and add to marketing audiences
- Create and send vendor partnership agreement in PandaDoc from new WordPress user
Create and send vendor partnership agreement in PandaDoc from new WordPress user
- Notify sales team in Slack, run data processing in Code by Zapier when PandaDoc document is completed
Notify sales team in Slack, run data processing in Code by Zapier when PandaDoc document is completed
