Add new client to Notion and format data from Dubsado contract signing
Add new client to Notion and format data from Dubsado contract signing
Add new clients to Dubsado upon contract signing, then format their details with Formatter by Zapier, and create a database item in Notion. This ensures organized onboarding and efficient management of client information.
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Overview
Add new clients to Dubsado upon contract signing, then format their details with Formatter by Zapier, and create a database item in Notion. This ensures organized onboarding and efficient management of client information.