Apply onboarding template in Keeper for signed Dubsado project
Apply onboarding template in Keeper for signed Dubsado project
Apply your onboarding template to clients in Keeper once their project status updates in Dubsado. This ensures faster onboarding and a smoother transition for new clients after their statement of work is signed.
Zap details:
Overview
Apply your onboarding template to clients in Keeper once their project status updates in Dubsado. This ensures faster onboarding and a smoother transition for new clients after their statement of work is signed.