Logo GoogleSheetsV2APILogo GoogleDriveCLIAPI@1.15.3Logo GoogleDriveCLIAPI@1.15.3Logo GoogleDocsV2CLIAPI@1.6.0Logo GoogleDriveCLIAPI@1.15.3Logo GoogleMailV2CLIAPI@2.5.2Logo 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

This Zap uses a private app.

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How Zapier works (57 sec)
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Les entreprises, grandes et petites, font confiance

This Zap works in 7 steps …

  • Step 1 - Trigger

    Anytime a new spreadsheet row is created in Google Sheets

  • Step 2 - Action

    Create folder in Your App

  • Step 3 - Action

    Find a file in Your App

  • Step 4 - Action

    Create document from template in Your App

  • Step 5 - Action

    Add file sharing preference in Your App

  • Step 6 - Action

    Send email in Your App

  • Step 7 - Action

    Send sms in SMS by Zapier

    • 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

    More ways to use these popular apps!

    Check out all the other ways you can connect Google Sheets (Deprecated) and Google Drive,
    Learn More