1.Detect tag added to contact
Integrate Ontraport and CRM tags to catch tag added to contact signals and start onboarding workflows to kick off agreements.
Create onboarding tasks and send agreement for clients
Automatically monitor enrollment tag additions across Ontraport and connected client systems. Create and update onboarding details when tags are added or enrollment stages shift or agreement data completesβso you can send agreements, create tasks, and log tracking without manual coordination.
How this automation accelerates your client onboarding follow-through
When a tag is added to a contact, delays can leave onboarding steps and agreements out of sync. This automation creates and sends agreement documents and onboarding tasks, updates enrollment dates and tracking rowsβso your team can onboard clients without manual follow-up.
Ontraportor swap with your favorite app
2.Create and send agreement
Integrate PandaDoc and document delivery tools to create and send an agreement immediately to request signatures.
PandaDocor swap with your favorite app
3.Update contact enrollment dates
Integrate Ontraport and contact record fields to map milestone and scheduling dates to update enrollment stage to keep data current.
4.Post agreement for action
Integrate Slack and ops channel mapping to post an agreement link and start details to notify the right owner to trigger follow-up.
Slackor swap with your favorite app
5.Create onboarding task
Integrate Asana and onboarding project boards to create an onboarding task and assign it to the onboarding owner to drive execution.
Asanaor swap with your favorite app
6.Add tracking row
Integrate Google Sheets and reporting tables to add a tracking row for enrollment and milestone dates to support handoff reporting.
Google Sheetsor 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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