Scriptera
Box and Mandrill automations — Client Onboarding
Ready-made scenarios where Box and Mandrill work for you (client onboarding): pick one — a copy appears in your account and runs on its own.
7 scenarios
- New client onboarding — folder, email and team, automatically
- Client onboarding from a single form: folder, contact, channel, tasks
- New client onboarding — folder, tasks, channel, and email in a minute
- End-to-end client onboarding from one form
- Client onboarding from a single form: project, tasks, contract, channel
- Kick off a client project the moment they pay
- Agency client onboarding — folders, brief, and welcome email from one form
