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Automate Client Onboarding Process ($100 per Appt)

“Anytime a payment successful is created in Payfunnels, format my data in Formatter by Zapier, filter my data in Filter by Zapier, etc.”

Ben - BTJ Labscreated by Ben - BTJ Labs

This Zap uses a private app.

This means the developers of this app haven’t completed our full quality assurance steps. Zapier has limited details on this app and as a result can’t offer support for it. If you have questions about this app, please contact the person who gave you access to this Zap.
How Zapier works (57 sec)
How Zapier works (57 sec)
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Vertrauenswürdig bei großen und kleinen Unternehmen

This Zap works in 19 steps …

  • Step 1 - Trigger

    Anytime a payment successful is created in Your App

  • Step 2 - Action

    Format my data in Formatter by Zapier

  • Step 3 - Action

    Filter my data in Filter by Zapier

  • Step 4 - Action

    Send channel message in Your App

  • Step 5 - Action

    Create folder in Google Drive

  • Step 6 - Action

    Create spreadsheet in Google Sheets

  • Step 7 - Action

    Move file in Google Drive

  • Step 8 - Action

    Create spreadsheet in Google Sheets

  • Step 9 - Action

    Move file in Google Drive

  • Step 10 - Action

    Add file sharing preference in Google Drive

  • Step 11 - Action

    Add file sharing preference in Google Drive

  • Step 12 - Action

    Create spreadsheet in Google Sheets

  • Step 13 - Action

    Move file in Google Drive

  • Step 14 - Action

    Create document from template in Your App

  • Step 15 - Action

    Create spreadsheet row in Google Sheets

  • Step 16 - Action

    Create spreadsheet column in Google Sheets

  • Step 17 - Action

    Create document from template in Your App

  • Step 18 - Action

    Send email in Your App

  • Step 19 - Action

    Create contract in eSignatures

    • 9.5 minutes to set up
    • Get back 1.2 hrs /week
    • Be the first to try this zap

    This Zap uses the following 9 apps

    • Payfunnels Logo
    • Formatter by Zapier Logo

    More ways to use these popular apps!

    Check out all the other ways you can connect Payfunnels and Formatter by Zapier,
    Learn More