Automate client onboarding with Zapier

Client onboarding is one of the best processes to automate with Zapier. Creating a good client onboarding process automation in Zapier can help you save lots of time onboarding new clients and give your client relationship a headstart. In this video, we're going to implement exactly this :)
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✅ MENTIONED IN THE VIDEO
Download the automation template: zapier.com/shared/d74e764c221...
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⏰ TIMESTAMPS
00:00 - Intro
01:16 - Get the full Zapier 101 course
02:12 - Import the Zap template
02:24 - Planning the Zapier automation
05:43 - Filling out the onboarding form
07:58 - Setting up the trigger
08:24 - Setting up a new project in Todoist
11:36 - Adding the client to Clockify
14:17 - Set up a client Slack channel
17:14 - Set up a shared folder in Google Drive
22:16 - Automatically create a kick-off task in Todoist
24:56 - Create a notification when the process is finished
28:11 - Send a confirmation email to your client
31:19 - Outro
👦 WHO AM I?
Hey, I'm Janosch! I'm a computer science student & web designer living in Berlin, Germany. On this channel, I create tutorials on the software tools that help me run my business on a daily basis. My goal is to make tools accessible to everyone, no matter if you have a technical background or not🟢
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[@oussamaoussama6364]

Clear & to the point, thanks a lot.

[@JanoschsWorkspace]

You're welcome!

[@jahas9359]

Amazing Tutorial!!😍😍👏👏

[@demasvandijk]

Legend!

[@trevorhawley1237]

Great video! Thanks

[@JanoschsWorkspace]

Glad you liked it!

[@soerenadz]

Klasse Video!!!

[@JanoschsWorkspace]

Danke für das Lob!

[@sarontesfamariammerhazion7049]

Great video ! Is it possible to also create a private slack channel with zapier ?