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. ”

created by Blue Ocean Automators - Client Help

This Zap uses the private apps CloseIOCLIAPI@2.0.5, CloseIOCLIAPI@2.0.5, Asana (1.18.1), Asana (1.25.1), Asana (1.25.1), Asana (1.25.1), Asana (1.25.1), Asana (1.25.1), Asana (1.25.1), Asana (1.25.1), Asana (1.25.1), Asana (1.25.1), Asana (1.25.1) and Asana (1.25.1).

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This Zap uses the following 9 apps

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