This is an example template of how you can use automations to streamline your Customer Onboarding processes.
Automations allow you to build custom workflows by passing data and triggering actions to and from other apps, making work faster and more consistent.
We designed this template to facilitate the complete onboarding process using automations to reduce the workload for you, your team, and your client.
Each automation has its own set of actions and triggers, which you can learn about in these help articles:
Important: You’ll need to ensure you have an account set up with these tools to enable automations.
Let’s get started!