OperationsSales team
Closed deal handoff
A paid contract kicks off onboarding tasks, a welcome and a win post. Free to use and change.
The command
“When a Stripe payment for a new contract succeeds, create an Asana onboarding task for the customer, email them a welcome from Gmail, and celebrate the win in Slack #wins.”
Set it up
- Use this commandIt opens in the Composer with the steps built, ready to check.
- Connect the apps it listsMost connect by signing in. It won’t go live until they’re connected.
- Change what you likeEdit the sentence and the steps follow, like the time, the channel or who it goes to.
- Test, then turn it onRun a test, check each step and switch it on.
More from this pack
Templates
Inbound lead routing
Leads researched, added to Salesforce and posted by company size.
Meeting prep brief
A brief on the guest's company an hour before each external meeting.
Call notes to follow-up
Notes become a follow-up email draft and a HubSpot deal.Stale deal nudge
Contacts with no activity in two weeks, with a next step for each.Write the first one now.
It’s free and takes about two minutes. Whatever you type here is waiting for you in the app after you sign up.