How To Automatically Onboard New Clients In Minutes

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Activepieces is an open-source no-code business automation platform. We simplify the process of creating automation workflows without the need for coding knowledge.

We also support integration with over 200 apps, facilitating marketing, sales, operations, HR, finance, and IT automation tasks.
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Tired of manually onboarding new clients?

Today, I’ll be revealing how you can automate your entire client onboarding process from collecting their information to notifying your team about the next steps.

After watching this video you’ll be able to create automated workflows that accelerate and provide a consistent onboarding process to every client you bring on board.
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Here’s what we’ll cover:
0:00 Intro
1:16 Creating your workflow
2:05 Form Submission
2:57 Welcome Email
3:32 Adding a new client to CRM
4:22 New task inside your project management platform
5:03 Notifying team on Slack
5:51 Launching workflow
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