1.Receives client onboarding data
Integrate Sub-Zap by Zapier and onboarding form inputs to capture client name, email, and tracker row data.
Create client onboarding folder and notify new client
Automatically launch client onboarding when Sub-Zap start receives client name, email, and tracker row across Google Drive, Google Sheets, Gmail, and ActiveCampaign. Create and update when new client signup, onboarding tracker row added, or client details submittedβso you can create folders, update tracker links, and email new clients without manual setup.
How this automation accelerates client onboarding
When Sub-Zap start receives client name and email, delays can stall folder setup and onboarding communication. This automation creates a new folder, copies templates, updates trackers, sends onboarding email, and provisions subscriptionsβso your team can onboard clients faster.
Sub-Zap by Zapieror swap with your favorite app
2.Creates client onboarding folder
Integrate Google Drive, storage tools, and folder organization to create a new folder with client name and email in the title.
Google Driveor swap with your favorite app
3.Copies templates and generates links
Integrate Google Drive and document templates to copy role information and service agreement templates and generate editable share links.
4.Updates job post tracker row
Integrate Google Sheets and reporting tables to update the hidden info worksheet and write folder and file IDs to the tracker.
Google Sheetsor swap with your favorite app
5.Sends onboarding email with link
Integrate Gmail and email templates to send onboarding email with the editable link and a clear next step call to action.
Gmailor swap with your favorite app
6.Creates or updates contact and subscribes
Integrate ActiveCampaign and marketing subscriptions to create or update the contact, add the onboarding tag, and subscribe them to lists.
ActiveCampaignor swap with your favorite app
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Accelerate customer onboarding with automated kickoff routing, task assignment, and milestone tracking
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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