signwell, ontraport
Send onboarding link to new contact in Ontraport when document is completed in SignWell
Send onboarding link to new contact in Ontraport when document is completed in SignWell
Zaps
Effortlessly Organize New Clients: Create Folders in Dropbox and Onboarding Tasks in Asana When Proposals Are Accepted
Effortlessly Organize New Clients: Create Folders in Dropbox and Onboarding Tasks in Asana When Proposals Are Accepted
With this Zap, users streamline their client onboarding process. When a proposal is accepted in Ignition, a dedicated folder is created in Dropbox, and essential onboarding tasks are set up in Asana. This ensures organization and efficiency, allowing teams to focus on delivering exceptional service.
Zap details:
Overview
With this Zap, users streamline their client onboarding process. When a proposal is accepted in Ignition, a dedicated folder is created in Dropbox, and essential onboarding tasks are set up in Asana. This ensures organization and efficiency, allowing teams to focus on delivering exceptional service.