[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.”

created by Stevie Dillon

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 5 steps …

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

This Zap uses the following 4 apps

ActiveCampaign
ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
ClickUp
ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device
Slack
Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

More ways to use these popular apps!

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