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Onboarding Automations

  1. send invoice
  2. verify payment
  3. generate notion portal pages
  4. adds client to trainerize -> assigns trainerize trainer -> send trainerize welcome message
  5. send welcome email
  6. sync to trello
  7. wait for client to submit fitness & wellness typeform
  8. get notified on fitness & wellness typeform submission via trello with a 48h due date
  9. store fitness & wellness typeform responses in an individual notion page for streamlined access and organization.
  10. deliver the personalized plan notion page links to client via trianerize