DocusignCLIAPI@1.3.3 logoFilterAPI logoGoogleDriveCLIAPI logoGoogleDriveCLIAPI logoGoogleDriveCLIAPI logoGoogleDriveCLIAPI logoGoogleDriveCLIAPI logoZapierFormatterCLIAPI@1.0.4 logoZapierFormatterCLIAPI@1.0.4 logoFlodeskCLIAPI@1.0.20 logoKajabiCLIAPI@1.12.2 logoB1G1CLIAPI@1.2.0 logoGoogleSheetsV2API logoSlackAPI logoClickUpCLIAPI@2.1.13 logoGoogleDriveCLIAPI logoGoogleMailV2API logo

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

This Zap uses the private apps GoogleDriveCLIAPI, GoogleDriveCLIAPI, GoogleDriveCLIAPI, GoogleDriveCLIAPI, GoogleDriveCLIAPI and GoogleDriveCLIAPI.

This means the developers of these apps haven’t completed our full quality assurance steps. Zapier has limited details on these apps and as a result can’t offer support for them. If you have questions about these apps, please contact the person who gave you access to this Zap.
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 …

  • Step 1 - Trigger

    Anytime an envelope status updated is created in DocuSign

  • Step 2 - Action

    Filter my data in Filter by Zapier

    1 note from the creator …

    1. Ryan DrakeRyan Drake (creator)Filter by contract name: this could be for your mastermind, 1:1 clients or anything else.
  • Step 3 - Action

    Find or create folder in Your App

  • Step 4 - Action

    Create folder in Your App

  • Step 5 - Action

    Create folder in Your App

  • Step 6 - Action

    Create folder in Your App

  • Step 7 - Action

    Upload file in Your App

  • Step 8 - Action

    Format my data in Formatter by Zapier

  • Step 9 - Action

    Format my data in Formatter by Zapier

  • Step 10 - Action

    Create/update subscriber in Flodesk

  • Step 11 - Action

    Create form submission in Kajabi

  • Step 12 - Action

    Add recurring impact to cart in B1G1

  • Step 13 - Action

    Create spreadsheet row in Google Sheets

  • Step 14 - Action

    Send channel message in Slack

  • Step 15 - Action

    Create task in Your App

  • Step 16 - Action

    Upload file in Your App

  • Step 17 - Action

    Send email in Gmail

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

    This Zap uses the following 11 apps

    • DocuSign logo
    • Filter by Zapier logo

    More ways to use these popular apps!

    Check out all the other ways you can connect DocuSign and Filter by Zapier.
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