Send onboarding documents for newly scheduled client jobs

Your scheduled client jobs often lack onboarding paperwork, leaving project leads without required intake before kickoff. Deliver docs automatically so paperwork is done before work begins.

Workflow preview:

Zap details:

Overview

Missing onboarding documents slow project kickoffs and leave your leads scrambling for context. This workflow sends required onboarding and regulatory PDFs to the client and logs the action on the job record automatically, ensuring clients are informed within minutes of scheduling so your team can start work on time.