PandaDocCLIAPI@2.6.3 ロゴFilterAPI ロゴSlackAPI ロゴGoogleSheetsV2API ロゴCloseIOCLIAPI@2.0.5 ロゴCloseIOCLIAPI@2.0.5 ロゴGoogleMailV2CLIAPI@2.5.1 ロゴZohoBooksCLIAPI@2.2.20 ロゴStripeCLIAPI@2.23.0 ロゴStripeCLIAPI@2.23.0 ロゴStripeCLIAPI@2.23.0 ロゴStripeCLIAPI@2.23.0 ロゴGoogleMailV2CLIAPI@2.5.1 ロゴGoogleSheetsV2API ロゴGoogleSheetsV2API ロゴAsanaCLIAPI@1.44.0 ロゴAsanaCLIAPI@1.44.0 ロゴAsanaCLIAPI@1.44.0 ロゴAsanaCLIAPI@1.44.0 ロゴAsanaCLIAPI@1.44.0 ロゴAsanaCLIAPI@1.44.0 ロゴAsanaCLIAPI@1.44.0 ロゴAsanaCLIAPI@1.44.0 ロゴAsanaCLIAPI@1.44.0 ロゴAsanaCLIAPI@1.44.0 ロゴAsanaCLIAPI@1.44.0 ロゴAsanaCLIAPI@1.44.0 ロゴSlackAPI ロゴSlackAPI ロゴGoogleDriveCLIAPI@1.15.1 ロゴ

Client Onboarding Pt 2/2

This zap is part 2/2 for an onboarding sequence. Part 1 is triggered by a CRM action, which then generates and sends a contract to the prospect. Once the contract is signed, this zap creates a payment link, sends them an onboarding email, updates internal information, and begins creating all the folders, tools, and accounts necessary for a new client.

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

This Zap uses the private apps CloseIOCLIAPI@2.0.5 and CloseIOCLIAPI@2.0.5.

This means the developers of these apps haven’t completed our full quality assurance steps. Zapier has limited details on these apps and as a result can’t offer support for them. If you have questions about these apps, please contact the person who gave you access to this Zap.
How Zapier works (57 sec)
How Zapier works (57 sec)
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大小の企業から信頼されています

This Zap works in 30 steps

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

This Zap uses the following 10 apps

  • PandaDoc ロゴ
  • Filter by Zapier ロゴ

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Check out all the other ways you can connect パンダドック and Filter by Zapier.
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