Logo GoogleSheetsV2APILogo GoogleDriveCLIAPI@1.15.1Logo GoogleDriveCLIAPI@1.15.1Logo GoogleDocsV2CLIAPI@1.3.2Logo GoogleDriveCLIAPI@1.15.1Logo GoogleMailV2CLIAPI@2.5.1Logo SMSCLIAPI@1.0.4

1v1 Coaching - New Client Onboarding Flow

Anytime a new spreadsheet row is created in Google Sheets with new client payment details, create a new client folder in Google Drive, find the onboarding template document, create new client onboarding doc from that template, send welcome onboarding email to client.

Ryan Hutchinsoncreated by Ryan Hutchinson

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This Zap works in 7 steps

  • 3.5 minutes to set up
  • Get back 1.2 hrs /week
  • 2 people use this zap

This Zap uses the following 5 apps

  • Logo Google Sheets (Deprecated)
  • Logo Google Drive

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