1.Detect proposal approved
Integrate Anchor and onboarding triggers to detect proposal approved signals to start client setup.
Create client onboarding project and update customer record
Automatically monitor proposal approvals across Anchor and setup client workspace records across Zapier Tables, Google Contacts, Gmail, Asana, Dropbox, Slack, and Clockify. Create contacts and labels, launch onboarding projects, build folder structures, and start time tracking so you can kick off onboarding without manual entry.
How this automation provisions your client workspace faster
When a proposal is approved, onboarding coordinators can fall behind on setup and delays slow first-day execution. This automation provisions client records, creates contacts and projects, and builds folders with channel access and time-trackingβso your team can start onboarding immediately.
Anchoror swap with your favorite app
2.Find or create company record
Integrate Zapier Tables and data lookup tools to find or create company workspace records to prevent duplicate entries.
Zapier Tablesor swap with your favorite app
3.Create contact mapping
Integrate Google Contacts and contact management tools to create a contact with signed date and services to streamline onboarding outreach.
Google Contactsor swap with your favorite app
4.Create shared inbox label
Integrate Gmail and inbox organization tools to create or apply a Gmail label for the company to keep threads organized.
Gmailor swap with your favorite app
5.Create company onboarding project
Integrate Asana and project templates to create an onboarding project and update task titles to kick off work immediately.
Asanaor swap with your favorite app
6.Create main folder and subfolders
Integrate Dropbox and file storage tools to create the client folder structure to standardize document intake.
Dropboxor swap with your favorite app
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Explore all onboarding workflow management automations
Accelerate customer onboarding with automated kickoff routing, task assignment, and milestone tracking
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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