- Partner Automation
- Partner Onboarding
- Automated onboarding alerts
Notify partners of next steps after onboarding
Automate notifications and updates for partner onboarding workflows to ensure all stakeholders are informed of next steps without manual effort. This automation streamlines communication via Slack, email, and project management tools, reducing delays and preventing miscommunication. By integrating contract signing, CRM updates, and project kickoffs, teams can focus on strategic tasks while the system handles routine notifications and data logging.
Filter by common apps:
Trello
Delay by Zapier
Filter by Zapier
SMTP by Zapier
PandaDoc
Slack
Asana
LeadConnector
Webhooks by Zapier
Google Sheets
Google Drive
Kiflo PRM
eSignatures
Gmail
Airtable
Roam
Formatter by Zapier
Pipedrive
SignWell
Dubsado
- Notify partners about onboarding completion and request test lead confirmation via email
- Create onboarding project in Asana, notify team member in Slack when PandaDoc document is completed
Create onboarding project in Asana, notify team member in Slack when PandaDoc document is completed
- Notify onboarding team, log details in Google Sheets, and create folder in Google Drive when new partner is added
Notify onboarding team, log details in Google Sheets, and create folder in Google Drive when new partner is added
- Notify the team in Slack when partner onboarding stage updates in Kiflo PRM
Notify the team in Slack when partner onboarding stage updates in Kiflo PRM
- Notify the team and start onboarding in Gmail and Slack when contract is signed
Notify the team and start onboarding in Gmail and Slack when contract is signed
- Notify customer success team in Roam when new partner onboarding form is submitted in Airtable
Notify customer success team in Roam when new partner onboarding form is submitted in Airtable
- Extract partner names from Slack alerts, find leads in Pipedrive, and update lead details
Extract partner names from Slack alerts, find leads in Pipedrive, and update lead details
- Notify the team in Slack when client completes signing contract
Notify the team in Slack when client completes signing contract
- Notify team on Slack when a new client contract is signed in Dubsado, and send direct messages
Notify team on Slack when a new client contract is signed in Dubsado, and send direct messages