1.Detect new payment received
Integrate Dubsado to detect a new qualifying payment and trigger the client onboarding workflow.
When new client payments come in, delays can stall Slack channel setup and onboarding outreach. This automation watches Dubsado payment events and then finds tasks, formats onboarding fields, creates and populates Slack channels, and adds the contact to ActiveCampaignβso your team can start onboarding immediately.
Integrate Dubsado to detect a new qualifying payment and trigger the client onboarding workflow.
Integrate ClickUp and project search tools to find a matching lead or project task by client email.
Integrate Formatter by Zapier and data formatting tools to convert fields to text and format the start date.
Integrate Slack and workspace admin tools to create a new channel using the client name and project date.
Integrate Slack and team notification tools to invite coordinators and operations roles and post an onboarding announcement.
Integrate ActiveCampaign and contact management tools to add the client contact and tag it for outreach.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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