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Jotform + Asana: client onboarding without chaos
Turn Jotform intakes into ready Asana projects with a consistent proposal draft. Reduce handoffs and…
n8n Client Onboarding & Offboarding Workflows
Browse 81 Client Onboarding & Offboarding automation workflows
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Typeform to HubSpot, qualified leads without guesswork
Typeform leads flow into HubSpot with email checks, enrichment, and scoring. No messy spreadsheets or…
n8n
Google Sheets + Gmail: influencer vetting, done
Send influencer applications into Google Sheets and Gmail. Validate emails, score Instagram and YouTube metrics,…
n8n
Baserow + Gmail: double opt-in signups, cleaned
Store new subscribers in Baserow and send Gmail double opt-in emails. Cut typos, duplicates, and…
n8n
Google Drive + Google Workspace, clone folders right
Duplicate Google Drive folders with every subfolder, file, and sharing rule intact. Skip missing assets…
n8n
Gmail + Google Sheets: verified RSVPs, clean badges
Validate RSVP emails, send badge confirmations via Gmail, and log every signup in Google Sheets.…
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Google Sheets + Slack: leads routed and followed up
New leads log into Google Sheets and notify Slack with clear ownership. No copy paste,…
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OpenAI + Google Sheets, customer success plans ready
Turn one OpenAI prompt into complete customer success playbooks stored in Google Sheets. Fewer blank…
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Gmail + Google Sheets: verified signups, logged clean
Verify new signups, send a polished PDF via Gmail, and log only real users in…
n8n
Google Sheets + Trello, onboarding done right
New clients go from Google Sheets to Trello with Slack updates built in. Fewer typos,…
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Jotform to Google Sheets, admissions decisions logged
Route Jotform applications into Google Sheets with consistent scoring and decision tracking. Send the right…
n8n
Jotform to Google Sheets, onboarding stays on track
Turn each Jotform new hire form into a clear onboarding plan and a Google Sheets…
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Jotform to Google Sheets, attendee profiles done
Jotform registrations become scored attendee profiles in Google Sheets. Spot VIPs faster, send better follow…
n8n
Google Sheets to Gmail, welcome emails sent for you
New clients in Google Sheets get a polished welcome email via Gmail. Keep replies consistent,…
n8n
VerifiEmail + Gmail: bounce free resume follow ups
VerifiEmail checks candidate emails, then Gmail sends a polished resume card. Fewer bounces, cleaner follow…
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Google Sheets + Gmail: QR badges sent automatically
Generate branded QR badges and email them via Gmail, while Google Sheets logs every attendee.…
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Calendly + Google Calendar: tours booked, confirmed
Send a Calendly booking link as soon as a tour form comes in, then add…
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Typeform to ClickUp, tasks created and routed
Turn Typeform requests into ClickUp tasks with smart routing. Notify your team in Microsoft Teams…
n8n
Google Drive + Slack: patient check in made smooth
Patient check in details verify, a QR card is created, saved in Google Drive, and…
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Gmail + Google Sheets for instant trial pass PDFs
Send branded trial pass PDFs via Gmail and log every signup in Google Sheets. Block…
n8n
VerifiEmail + Gmail, admission letters sent correctly
VerifiEmail checks applicant emails, then Gmail sends a branded PDF admission letter. Cut bounce backs…
n8n
Google Drive + Gmail, pitch decks filed and confirmed
Route pitch deck submissions into Google Drive and send clean Gmail confirmations. Cut spam, keep…
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Notion + Gmail: client check ins sent for you
Notion client dates trigger Gmail check ins at key milestones. Stay consistent without sticky notes.…
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Slack + Gmail: keep hiring status updates in one place
Send every candidate status change to Slack with a clear, consistent update. Cut follow ups…