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We took a hard look at how we onboard new clients at Audience Ops, the blog content service that I started a few years earlier. What seemed to work for our earliest clients simply wasn't scaling as the business started maturing.

Why client onboarding may be blocking business growth (and how to un-block it)

Whenever someone completes a task in ProcessKit, this integration will send a notification into a Slack channel.  It includes a filter so that it only runs when a specific (repeatable) task has been completed.

ProcessKit gives your team its operating procedures, systems, and automation workflows to make repeatable projects more predictable and scalable.

ProcessKit

Triggers when a new project is created in ProcessKit.

Updated Project

Triggers when a project has been updated in ProcessKit.

A Project Is Updated

Triggers when a task in a project has been marked completed.

Completed Tasks

Find a Client in ProcessKit that has a name that contains this text. If there are multiple matches, the most recently created Client will be returned.

Find Client by Name

Find a Client in your ProcessKit account, which has a value in the selected custom client attribute field that contains this text. If there are multiple matches, the Client that was most recently created will be returned.

Find Client by Custom Attribute Value

Find a project in ProcessKit by its title

Find Project by Title

Find a project in ProcessKit by its project ID

Find Project by ID

Find a project in ProcessKit by custom field values

Find Project by Custom Field Value

Find a task within a project in ProcessKit

Find Task

Find a task field in a task by its label.  Enter the exact label text (case sensitive) for the field you want to find.

Find Task Field

Find or Create a Client

Find or Create a Project

Find or Create a Task

Complete Task

Create Client

Create a new, empty task list in a project.  Later, you can add tasks to it manually or via another Zapier action.

Create Empty Task List

Create Project

Apply a tag to a project in ProcessKit.  If the tag doesn't exist yet, this action can create the tag and then apply it.

Add Tag to Project

Create a task in an existing task list in an existing project in ProcessKit.

Create Task

Assign an existing task to a person in your ProcessKit account

Assign Person to Task

Create a task list in a project.  The task list and tasks will be built from a process template in your ProcessKit account. 

Create Task List From Process Template

Mark Task Incomplete

Update Client

Make updates to an existing project in ProcessKit, including updating project dates and other fields, moving a project to a different board, and associating a client with a project.

Update Project

Update an existing task's title, content fields, start date, or due date.

Update Task

Update Task Field

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Set up rules to specify when this Zap can continue running.

Only continue if...

Filter by Zapier

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Slack

Triggers when a new message is posted to any public channel.

New Public Message Posted Anywhere

New Channel

Triggers when a new message is posted to a specific #channel you choose.

New Message Posted to Channel

Triggers when a custom emoji has been added to a team.

New Team Custom Emoji

Triggers when a new file is uploaded to your workspace.

New File

Triggers when a username or highlight word is mentioned in a public #channel.

New Mention

Triggers when a new message is found that matches the query.

New Message From Query

Triggers when a new message is posted to a specific #private-channel or multi-dm.

New Message Posted to Private Channel

Triggers when a Message is pushed from Slack.

New Pushed Message

Triggers when a reaction (aka reactji) is added to a message in a public #channel.

New Reaction Added

New Saved Message

Triggers when a new Slack user is created / first joins your org.

New User

Finds a Slack message using the Slack Search feature.

Find Message

Finds a user by matching against their email instead of their username.

Find User by Email

Find User by ID

Finds a user by matching against their real name instead of their username.

Find User by Name

Find User by Username

Adds a reminder for yourself or a teammate, just like the `/remind` slash command.

Add Reminder

Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.

Invite User to Channel

Posts a message to the specific #channel you choose. Message delivery can be scheduled for later.

Send Channel Message

Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

Send Direct Message

Create Channel

Post a new message to a private channel you choose. Can also schedule a message for later.

Send Private Channel Message

Set Channel Topic

Update basic profile fields such as name or title

Update Profile

Sets your Slack status to the given text and emoji.

Set Status

Invite a new User to your Slack workspace. Uses legacy tokens.

Invite New User

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Completed task in ProcessKit notifies a Slack channel

Use this integration to run when a new appointment has been booked via Calendly.  This would then create a project in ProcessKit.  By specifying a board in your ProcessKit account, you can have ProcessKit automatically load your process template(s) as tasks for your team to follow.  For example, pre-appointment preparation tasks or post-appointment followup tasks.

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Why client onboarding may be blocking business growth (and how to un-block it)

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