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[Template] Client Onboarding Access

Anytime a project status is updated in Dubsado, filter my data in Filter by Zapier to determine if the project status EXACTLY MATCHES my specific offer. Then add them to my Client Roster in ClickUp and create their client folder in my Google Drive.

Someonecreated by Someone
How Zapier works (57 sec)
How Zapier works (57 sec)
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This Zap works in 4 steps

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

This Zap uses the following 4 apps

  • Dubsado logo
  • Filter by Zapier logo

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