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Project description. This workflow automates and streamlines the contract
agreement process. Once a client reaches the contract stage, Zapier automatically
retrieves the client and contract details, populates the agreement document, and
sends it to the client for signature. Upon the client’s signing and return, Upwork
automatically saves the signed document to a designated folder and updates the
contract status in Asana, advancing it to the next stage. This automated system
minimizes manual effort, keeps documentation organized, and ensures a smooth
progression through each contract phase.
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This workflow integrates Calendly and Asana using Zapier to streamline client
meeting management and enhance organizational efficiency. When a client
schedules a meeting in Calendly, Zapier automatically transfers the meeting details
and client information to Asana, categorizing it according to the specific service type
requested. Based on the service type, the workflow assigns the task to the
appropriate team member and organizes it within the relevant project section. This
process ensures a seamless flow of information, enhances team coordination, and
simplifies the booking.
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