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[Template] [Deliver & Delight] New Client Enrolment Zap

“When a new client enrols, an entry into Client CRM is created, contract is sent, a task to complete onboarding process and a Slack 'Cha-Ching' message is sent.”

Stevie Dilloncreated by Stevie Dillon

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This Zap works in 5 steps …

  • Step 1 - Trigger

    Anytime a new automation webhook is created in ActiveCampaign

  • Step 2 - Action

    Create task in ClickUp

  • Step 3 - Action

    Use template in Xodo Sign

  • Step 4 - Action

    Create task in ClickUp

  • Step 5 - Action

    Send channel message in Your App

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

    This Zap uses the following 4 apps

    • ActiveCampaign logo
    • ClickUp logo

    More ways to use these popular apps!

    Check out all the other ways you can connect ActiveCampaign and ClickUp.
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