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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This Zap uses the following 4 apps

CloseIOCLIAPI@1.2.2
This is a private app. Zapier has very limited details on this app and as a result can’t offer support for it. If you have questions about this app, please reach out to the person who gave you access to this Zap.
Slack
Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
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
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

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Check out all the other ways you can connect CloseIOCLIAPI@1.2.2 and Slack.