CloseIOCLIAPI@1.2.2 ロゴSlackAPI ロゴPandaDocCLIAPI@2.6.3 ロゴGoogleSheetsV2API ロゴ

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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大小の企業から信頼されています

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 ロゴ

      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 ロゴ

      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 ロゴ

      パンダドック

      PandaDoc は、販売ワークフローを効率化するオールインワン ソフトウェアです。より多くのビジネスを獲得するために設計されたクライアント向けドキュメントを作成、送信、追跡、電子署名します。
    • GoogleSheetsV2API ロゴ

      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 ロゴ
    • Slack (Deprecated) ロゴ

    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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