logotipo PandaDocCLIAPI@2.6.3logotipo FilterAPIlogotipo SlackAPIlogotipo GoogleSheetsV2APIlogotipo CloseIOCLIAPI@2.0.5logotipo CloseIOCLIAPI@2.0.5logotipo GoogleMailV2CLIAPI@2.5.1logotipo ZohoBooksCLIAPI@2.2.20logotipo StripeCLIAPI@2.23.0logotipo StripeCLIAPI@2.23.0logotipo StripeCLIAPI@2.23.0logotipo StripeCLIAPI@2.23.0logotipo GoogleMailV2CLIAPI@2.5.1logotipo 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@1.15.1

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.
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How Zapier works (57 sec)
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Confiável em empresas grandes e pequenas

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

  • logotipo PandaDoc
  • logotipo Filter by Zapier

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