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Telegram + BotFather: welcoming messages on autopilot
Send consistent Telegram welcome and goodbye posts using a bot from BotFather. Keep chats friendly…
Client Onboarding & Offboarding Workflows
Browse 676 Client Onboarding & Offboarding automation workflows
n8n
Zoom + Mailchimp: clean webinar leads, no exports
Send Zoom webinar registrants straight into Mailchimp. Filter internal emails, prevent duplicates, and trigger double…
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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,…
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Airtable to telli, calls scheduled for every new lead
New Airtable leads get added to telli and queued for AI calls automatically. No copy…
n8n
Tally to Google Slides, proposals ready to send
Tally notes become a polished Google Slides proposal plus a Gmail draft. Keep every detail…
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Google Sheets to WhatsApp, track group joins cleanly
Send WhatsApp group invite links from Google Sheets and track join results. No re-trying links…
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telli to Airtable, post-call CRM updates done
telli call outcomes update Airtable automatically after each call. Keep CRM records accurate, highlight missed…
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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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