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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

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How Zapier works (57 sec)
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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 Google Docs

  • Step 5 - Action

    Add file sharing preference in Google Drive

  • Step 6 - Action

    Send email in Gmail

  • 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

    • Google Sheets (Legacy) logo
    • Google Drive logo

    More ways to use these popular apps!

    Check out all the other ways you can connect Google Sheets (Legacy) and Google Drive.
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