How to use Zapier to Automate your Client Onboarding

Welcome to my step-by-step tutorial on how to automate and enhance your client onboarding process using Zapier!

In this video, I'll guide you through setting up a powerful automation workflow that kicks off as soon as a contract is signed in Dubsado.

What You'll Learn in This Video:
- How to set up a trigger in Zapier for when a contract is signed in Dubsado.
- Filtering Zaps to run only for specific contracts based on their title.
- Formatting date and time fields for easier project management.
- Automatically creating and organizing project folders in Google Drive.
- Setting file sharing preferences to streamline client communication.
- Using Airtable to update your client database automatically.
- Tagging clients in ConvertKit to segment your lists
- Creating tasks and events in Google Calendar and Google Tasks to stay organized.

By the end of this video, you'll know how to automate your entire client onboarding process, saving you time and reducing manual tasks, allowing you to focus on what truly matters—serving your clients!

Don't forget to like, subscribe, and hit the notification bell for more tips on using Zapier and Dubsado to automate your business processes!

Read the full blog post for a detailed, step-by-step guide on how to set up these automations: https://www.emakatiraee.com/blog/zapi...

Chapters
00:00 Introduction - What is Zapier
00:55 Zapier free plan
01:27 Contract signed in Dubsado
01:38 Filter for type of contract
02:02 Format date & time
02:26 Create project folder in Google Drive
03:19 Add file sharing preferences for Google Drive
04:30 Create subfolders in Google Drive
05:10 Find a document in Google Drive
05:55 Create a copy of the document in the client folder
06:21 Create a label in Gmail
07:00 Send email by Zapier with links to folders and docs
08:29 Add client info into Airtable
09:10 Find client in lead database in Airtable
09:31 Update client record in lead database in Airtable
10:03 Create task in Google tasks
11:06 Add time block in Google calendar
11:50 Find client in Convertkit
12:04 Add tag to client in Convertkit
12:15 Onboarding Zap
12:39 Dubsado's Zapier webinar

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// ABOUT THIS CHANNEL //
On this channel, I create tech tutorial videos about Dubsado and other software to help you run an online business. Learn more at: https://www.emakatiraee.com/