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Notion + Gmail: client onboarding with confirmed consent
New client intakes create a Notion record and send a Gmail welcome email with double…
Client Onboarding & Offboarding Workflows
Browse 37 Client Onboarding & Offboarding automation workflows
n8n
Zendesk to ClickUp, escalations your team never misses
Turn urgent Zendesk pending tickets into ClickUp tasks and Telegram alerts. Keep owners clear and…
n8n
Google Sheets to Gmail, fast lead replies + Telegram
New leads in Google Sheets trigger a ready Gmail reply and a Telegram alert to…
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Google Sheets to ClickUp, follow ups never missed
When a lead replies in Google Sheets, GoHighLevel updates and ClickUp creates a follow up…
n8n
Zendesk + ClickUp: VIP tickets escalated fast
Flag VIP Zendesk tickets and create priority ClickUp tasks automatically. Keep escalations consistent and visible.…
n8n
Typeform to Gmail, polished onboarding emails sent
Typeform submissions log to Google Sheets and trigger a branded Gmail welcome email. Fewer bounces,…
n8n
Zendesk + Google Sheets: replies stay consistent
Zendesk tickets pull answers from Google Sheets and send replies via Gmail. Reduce repeat work,…
n8n
Zendesk + Google Sheets: track pending ticket follow ups
Pending Zendesk tickets log into Google Sheets with clear ownership and ready follow up emails.…
n8n
Calendly + Google Sheets: meetings logged, no misses
Log Calendly bookings, cancellations, and reschedules to Google Sheets. Keep your team aligned and calendars…
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Gmail + Google Sheets: resume shortlists stay clean
Route Gmail resumes into Google Sheets with consistent scoring and a clean shortlist. Slack pings…
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