pandadoc, filter, slack
Notify Slack channel when a PandaDoc document is completed and meets specific criteria
Notify Slack channel when a PandaDoc document is completed and meets specific criteria
Zaps
Capture new client info from Tally, send welcome email via Gmail, generate action plan with ChatGPT, and create contact in folk
Capture new client info from Tally, send welcome email via Gmail, generate action plan with ChatGPT, and create contact in folk
Capture new client information from Tally form submissions, send personalized welcome emails via Gmail, generate tailored action plans with ChatGPT, and create new contacts in Folk for faster onboarding and improved client engagement.
Zap details:
Overview
Capture new client information from Tally form submissions, send personalized welcome emails via Gmail, generate tailored action plans with ChatGPT, and create new contacts in Folk for faster onboarding and improved client engagement.