Scriptera7 scenarios


4New client onboarding — folder, email and team, automatically

3Client onboarding: folder, record and team alert, automatically

4Personalised welcome emails right after payment

2A personal welcome for every new client

2Welcome emails for new clients — automatically

4Client onboarding from a single form: folder, contact, channel, tasks

6Client onboarding from a questionnaire: project, tasks, channel, email, CRM