Here are some popular automations teams set up with Sydnee + Zapier.
These combine multiple steps (create accounts, add users, send requests, attach templates) into smooth workflows:
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1) Client Signed → Full Portal Setup
Trigger: DocuSign / PandaDoc / HelloSign contract completed
Actions in Sydnee:
Create account (new client portal)
Add client as a portal user (with invite email)
Send onboarding form request (from a request template)
Attach onboarding task template to the account
✨ Result: The client gets instant access, a welcome form, and your team has a full task list ready.
2) CRM → Client Onboarding
Trigger: HubSpot / Salesforce / Pipedrive deal moves to “Closed Won”
Actions in Sydnee:
Create account
Add portal user(s) for the client contacts
Attach new-client task template
✨ Result: Your sales → onboarding handoff happens automatically.
3) Intake Form → Portal Access
Trigger: Typeform / Google Form / Gravity Forms completed
Actions in Sydnee:
Create account
Add portal user (from form submission)
Send request for supporting documents
✨ Result: A client who fills out your form gets a portal, access credentials, and a request for their first deliverables.
👉 With these building blocks, you can mix and match triggers from over 6,000 apps in Zapier to automate almost every part of your client onboarding and management.