Automate your client onboarding

You won their business, now it's time to get to work.

Using automation tools like Zapier & Integromat you can get your new clients all squared away.

What problems can we solve?

With any new client there's lots to do - and lots that can be missed. Automation can help you keep the process consistent.

Get them setup on your CRM and project management apps

Punching in the same data across multiple apps is both error prone and tedious.

Billing your new client

Getting paid is one of the most important parts of business. Getting clients setup for billing is the first step.

Send and receive important documents

Contracts, presentations, and work plans, there is plenty of paperwork you need to send out and get back.

What onboarding apps can be automated?

Using one of the apps listed below? You're in luck - they can be automated. Check out our ideas for what you can automate.
App
Automation use cases
Integrations
Task
Activity
One of the most popular CRMs out there. It makes managing clients and project easy.
Assignee
An all-in-one client management portal. Give each client their own area to manage invoices, files and deliverables.
A highly customisable project management suite for larger teams with complex processes.
Create sophisticated document templates, merge data from other apps, request signatures and handle payments.

Don't see your app listed? We can probably still help

It's possible to create custom integrations for Zapier and Integromat, and there are other ways to connect apps.

Tell us about the your client onboarding headaches

We've helped dozens of your businesses just like yours save time and money by automating their client onboarding process.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Improve your client onboarding process with automation

You only get one chance at first impressions. Make sure your client onboarding rocks and leaves a lasting positive impression.
Read the article

Want to get our business automation newsletter?

You'll get a welcome series plus a twice monthly round up of automations tips, updates and resources for Zapier & Integromat.
Thank you! Please keep an eye on your inbox.
Oops! Something went wrong while submitting the form.