Scriptera
Mandrill and SeaTable automations — Client Onboarding
Ready-made scenarios where Mandrill and SeaTable work for you (client onboarding): pick one — a copy appears in your account and runs on its own.
10 scenarios
- New client onboarding — folder, email and team, automatically
- A personal welcome for every new client
- Personalised welcome emails right after payment
- Welcome emails for new clients — automatically
- Client onboarding from a single form: folder, contact, channel, tasks
- A form lead: analysed in a sheet, answered by email, flagged in your chat
- Client onboarding from an intake form — checklist, consultant and kickoff
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Welcome new clients and assign managers — right after the deal closes
- Client onboarding from a single form: project, tasks, contract, channel
