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Jotform + Zoho CRM: invoices sent, orders logged
Jotform orders flow into Zoho CRM and Google Sheets with a Telegram confirmation. Fewer errors,…
Client Onboarding & Offboarding Workflows
Browse 458 Client Onboarding & Offboarding automation workflows
n8n
Tally to Google Slides, proposals ready to send
Tally notes become a polished Google Slides proposal plus a Gmail draft. Keep every detail…
n8n
Google Sheets to WhatsApp, track group joins cleanly
Send WhatsApp group invite links from Google Sheets and track join results. No re-trying links…
n8n
Google Sheets + Gmail: onboarding emails sent right
Send onboarding emails from Gmail based on Google Sheets status. Keep steps consistent, track every…
n8n
HubSpot + CEIDG: company records fill themselves
When a NIP changes in HubSpot, CEIDG data fills in company name, address, phone, and…
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Airtable + Notion: client onboarding on autopilot
Send leads, bookings, and payments into Airtable and Notion automatically. Keep statuses aligned, reminders sent,…
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Jotform to Attio CRM, Slack alerts for every lead
Send Jotform leads into Attio CRM with clean stages and instant Slack pings. Cut duplicates…
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WhatsApp + Google Calendar: bookings handled for you
Turn WhatsApp chats into confirmed bookings in Google Calendar. Fewer back and forth messages, fewer…
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GoHighLevel + Twilio: leads called, bookings logged
Twilio calls qualified leads from GoHighLevel and logs summaries, tags, and appointments back. Faster follow…
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BoldSign + Google Sheets: rental tracking that updates
Send BoldSign rental agreements and track every signer in Google Sheets. No retyping or chasing…
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