CloseIOCLIAPI@1.2.2 LogoSlackAPI LogoPandaDocCLIAPI@2.6.3 LogoGoogleSheetsV2API Logo

Client Onboarding Pt 1/2

“This is Part 1/2 of an onboarding sequence. This portion is triggered by a CRM action, which then drafts and sends a contract to the prospective client and notifies us on Slack that the action has been carried out. ”

Blue Ocean Automators - Client Helpcreated by Blue Ocean Automators - Client Help

This Zap uses the private app CloseIOCLIAPI@1.2.2.

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.
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Vertrauenswürdig bei großen und kleinen Unternehmen

This Zap works in 4 steps …

  • Step 1 - Trigger

    Anytime a new or updated custom activity (legacy) is created in Your App

  • Step 2 - Action

    Send channel message in Your App

  • Step 3 - Action

    Create document in PandaDoc

  • Step 4 - Action

    Create spreadsheet row in Google Sheets

    • 2 minutes to set up
    • Get back 1.2 hrs /week
    • 200 people use this app pairing

    This Zap uses the following 4 apps

    • CloseIOCLIAPI@1.2.2 Logo

      CloseIOCLIAPI@1.2.2

      This is a private app. Zapier has very limited details on this app and as a result can’t offer support for it. If you have questions about this app, please reach out to the person who gave you access to this Zap.
    • SlackAPI Logo

      Slack (Deprecated)

      This is a private app. Zapier has very limited details on this app and as a result can’t offer support for it. If you have questions about this app, please reach out to the person who gave you access to this Zap.
    • PandaDocCLIAPI@2.6.3 Logo

      PandaDoc (Englisch)

      PandaDoc ist eine Software, die alles in einem hat und deine Vertriebsprozesse auf Vordermann bringt. Erstellen, senden, verfolgen und signieren Sie kundenorientierte Dokumente, um mehr Kunden zu gewinnen.
    • GoogleSheetsV2API Logo

      Google Sheets (Deprecated)

      This is a private app. Zapier has very limited details on this app and as a result can’t offer support for it. If you have questions about this app, please reach out to the person who gave you access to this Zap.
    • CloseIOCLIAPI@1.2.2 Logo
    • Slack (Deprecated) Logo

    More ways to use these popular apps!

    Check out all the other ways you can connect CloseIOCLIAPI@1.2.2 and Slack (Deprecated),
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