logotipo PandaDocCLIAPI@2.6.3logotipo FilterAPIlogotipo SlackAPIlogotipo GoogleSheetsV2APIlogotipo CloseIOCLIAPI@2.0.5logotipo CloseIOCLIAPI@2.0.5logotipo GoogleMailV2CLIAPI@2.5.2logotipo ZohoBooksCLIAPI@2.2.20logotipo StripeCLIAPI@2.23.0logotipo StripeCLIAPI@2.23.0logotipo StripeCLIAPI@2.23.0logotipo StripeCLIAPI@2.23.0logotipo GoogleMailV2CLIAPI@2.5.2logotipo GoogleSheetsV2APIlogotipo GoogleSheetsV2APIlogotipo AsanaCLIAPI@1.44.0logotipo AsanaCLIAPI@1.44.0logotipo AsanaCLIAPI@1.44.0logotipo AsanaCLIAPI@1.44.0logotipo AsanaCLIAPI@1.44.0logotipo AsanaCLIAPI@1.44.0logotipo AsanaCLIAPI@1.44.0logotipo AsanaCLIAPI@1.44.0logotipo AsanaCLIAPI@1.44.0logotipo AsanaCLIAPI@1.44.0logotipo AsanaCLIAPI@1.44.0logotipo AsanaCLIAPI@1.44.0logotipo SlackAPIlogotipo SlackAPIlogotipo GoogleDriveCLIAPI@1.15.3

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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Confiável em empresas grandes e pequenas

This Zap works in 30 steps …

  • Step 1 - Trigger

    Anytime a document completed is created in PandaDoc

  • Step 2 - Action

    Filter my data in Filter by Zapier

  • Step 3 - Action

    Send channel message in Your App

  • Step 4 - Action

    Lookup spreadsheet row in Google Sheets

  • Step 5 - Action

    Update lead in Your App

  • Step 6 - Action

    Create opportunity in Your App

  • Step 7 - Action

    Send email in Your App

  • Step 8 - Action

    Create sales invoice in Your App

  • Step 9 - Action

    Create customer in Stripe

  • Step 10 - Action

    Create product in Stripe

  • Step 11 - Action

    Create price in Stripe

  • Step 12 - Action

    Create payment link in Stripe

  • Step 13 - Action

    Send email in Your App

  • Step 14 - Action

    Lookup spreadsheet rows (advanced) in Google Sheets

  • Step 15 - Action

    Lookup spreadsheet row in Google Sheets

  • Step 16 - Action

    Create task in Your App

  • Step 17 - Action

    Create subtask (legacy) in Your App

  • Step 18 - Action

    Create subtask (legacy) in Your App

  • Step 19 - Action

    Create subtask (legacy) in Your App

  • Step 20 - Action

    Create subtask (legacy) in Your App

  • Step 21 - Action

    Create subtask (legacy) in Your App

  • Step 22 - Action

    Create subtask (legacy) in Your App

  • Step 23 - Action

    Create subtask (legacy) in Your App

  • Step 24 - Action

    Create subtask (legacy) in Your App

  • Step 25 - Action

    Create subtask (legacy) in Your App

  • Step 26 - Action

    Create subtask (legacy) in Your App

  • Step 27 - Action

    Create subtask (legacy) in Your App

  • Step 28 - Action

    Create channel in Your App

  • Step 29 - Action

    Invite user to channel in Your App

  • Step 30 - Action

    Create folder in Your App

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

    This Zap uses the following 10 apps

    • logotipo PandaDoc
    • logotipo Filter by Zapier

    More ways to use these popular apps!

    Check out all the other ways you can connect PandaDoc and Filter by Zapier,
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