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New Client Onboarding Zap

Anytime you sign a new client, automate the entire onboarding process by: uploading client contracts, subscribing them to email onboarding workflow, creating new client folders, granting access to offers in Kajabi, letting your team know in Slack and setting off ClickUp automation tasks.

Ryan Drakecreated by Ryan Drake
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 17 steps

  • 8.5 minutes to set up
  • Get back 1.2 hrs /week
  • 4 people use this zap

This Zap uses the following 11 apps

  • DocuSign logo
  • Filter by Zapier logo

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