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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
How Zapier works (57 sec)
How Zapier works (57 sec)
Try this Zap FREE for 14 days

Trusted at companies large and small

This Zap works in 30 steps

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

This Zap uses the following 10 apps

  • PandaDoc logo
  • Filter by Zapier logo

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