CloseIOCLIAPI@1.2.2 logotipoSlackAPI logotipoPandaDocCLIAPI@2.6.3 logotipoGoogleSheetsV2API logotipo

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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De confianza en empresas grandes y pequeñas

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 logotipo

      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 logotipo

      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 logotipo

      PandaDoc

      PandaDoc es un software todo en uno que optimiza sus flujos de trabajo de ventas. Cree, envíe, realice un seguimiento y firme electrónicamente documentos dirigidos al cliente, diseñados para ganar más negocios.
    • GoogleSheetsV2API logotipo

      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 logotipo
    • Slack (Deprecated) logotipo

    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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