1.Catches onboarding hook
Integrate Webhooks by Zapier and workflow automation tools to catch incoming onboarding requests and start the provisioning flow.
Create client onboarding workspace and grant course access
Automatically catch webhook onboarding requests across Webhooks by Zapier, Google Drive, Formatter by Zapier, Slack, and Kajabi. Create client folders, copy starter templates, and grant course access when onboarding requests arrive, start dates update, or payment status changesβso you can reduce manual onboarding setup and errors and delays.
How this automation provisions your onboarding workspace
When webhook onboarding requests need manual setup, workspaces stay inconsistent and course access gets delayed. This automation catches client onboarding hooks, creates and populates Google Drive folders, and grants Kajabi offer access while notifying teamsβso your team can onboard faster.
Webhooks by Zapieror swap with your favorite app
2.Creates client folder
Integrate Google Drive and shared storage to create a client folder and centralize client workspace IDs for later steps.
Google Driveor swap with your favorite app
3.Copies starter templates
Integrate Google Drive and template libraries to copy CEO workbook, kickoff roadmap, coach notes, and model workbook into the new folder.
4.Formats start date and fields
Integrate Formatter by Zapier and data normalization tools to format the start date and normalize payment and status fields.
Formatter by Zapieror swap with your favorite app
5.Sends team channel messages
Integrate Slack and notification channels to post sales, fulfillment, and coach messages with mapped client details and sales notes.
Slackor swap with your favorite app
6.Grants offer access
Integrate Kajabi and course access controls to grant configured offer access by mapped name and email and send the grant email.
Kajabior swap with your favorite app
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