logotipo GoogleSheetsV2APIlogotipo GoogleDriveCLIAPI@1.11.0logotipo GoogleDriveCLIAPI@1.11.0logotipo GoogleDocsV2CLIAPI@1.3.2logotipo GoogleDriveCLIAPI@1.11.0logotipo GoogleMailV2CLIAPI@2.5.1logotipo 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.

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.
How Zapier works (57 sec)
How Zapier works (57 sec)
Try this Zap FREE for 14 days

Confiável em empresas grandes e pequenas

This Zap works in 7 steps …

  • Step 1 - Trigger

    Anytime a new spreadsheet row is created in Your App

  • Step 2 - Action

    Create folder in Google Drive

  • Step 3 - Action

    Find a file in Google Drive

  • Step 4 - Action

    Create document from template in Your App

  • Step 5 - Action

    Add file sharing preference in Google Drive

  • 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

    • logotipo Google Sheets (Deprecated)
    • logotipo 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