Client Onboarding Pt 1/2

“This is Part 1/2 of an onboarding sequence. This portion is triggered by a CRM action, which then drafts and sends a contract to the prospective client and notifies us on Slack that the action has been carried out. ”

created by Blue Ocean Automators - Client Help

This Zap uses the private app CloseIOCLIAPI@1.2.2.

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CloseIOCLIAPI@1.2.2
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Slack (Deprecated)
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PandaDoc
PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Google Sheets (Deprecated)
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