AirtableCLIAPI@3.4.4 logoSlackAPI logoJotFormCLIAPI@2.0.1 logoClickUpCLIAPI@2.1.13 logoAirtableCLIAPI@3.4.4 logo

Client Onboarding Workflow-Airtable, Slack, Jotform, ClickUp

When a record status in Airtable is updated to "proposal received", notify operations team in Slack, create a prefilled onboarding questionnaire, create a Clickup list from a template, and store information back to Airtable

Shannon Vincentcreated by Shannon Vincent
How Zapier works (57 sec)
How Zapier works (57 sec)
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This Zap uses the following 4 apps

  • Airtable logo
  • Slack logo

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