Offer a DIY flow for clients without using a single line of code
If you’re an agency or Saas company that wants to offer clients a do-it-yourself site creation flow, but you currently don’t have the necessary dev resources for it, this one’s for you. With the new client creation Zapier action, you can make it happen, and without using a single line of code.
This new Zapier action can be triggered by any number of events, from filling out a form to adding a row in a spreadsheet, and so on. To give an example of what this can do, we’ve created a template for
creating a site and client in Duda when a new form is submitted, but you can customize this integration using whatever tools or apps you want:
- New Form Response - This could be submitted by your salesperson for example, to fill out a new prospect’s information
- Create a Site - that will be used later on by the client
- Create Client + assign permissions
- so that prospective client will have access to choose a template and edit it to build their site in the editor
- Send link to the site via Slack DM
- invite that prospect to log in via a link, and follow the DIY flow