How can I customize onboarding tasks?

DryMerge allows you to customize onboarding tasks based on specific client requirements or industry standards. Define your requirements, and DryMerge will set up the tasks accordingly.

Can I use project management tools instead?

Yes, you can use this with project management tools like Trello or Asana. Describe your preferences, and DryMerge will configure the automation accordingly.

Which people use this automation? What do they use it for?

Client success managers and account managers use this automation to ensure a detailed and structured onboarding process for new clients.

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Enrich by DryMerge + Google Tasks

Add New Leads to Client Onboarding in Google Tasks

Facilitate an efficient and effective client onboarding by creating tasks for each step of the process. This ensures a seamless and comprehensive onboarding experience for new clients.

New Lead Added

Triggers when a new lead is added

Create Onboarding Tasks

Adds onboarding tasks in Google Tasks for new clients

See more Enrich by DryMerge to Google Tasks integrations or use AI to customize your automation.

or pick a common variation below

Monitor Deadlines for Lead Conversion in Google Tasks

Enrich by DryMerge + Google Tasks

Assign Tasks for Qualified Leads in Google Tasks

Enrich by DryMerge + Google Tasks

Track Sales Pipeline with Tasks in Google Tasks

Enrich by DryMerge + Google Tasks

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add new leads to client onboarding in Google Tasks"

Add new leads to client onboarding in Google Tasks

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Enrich by DryMerge + Google Tasks.

Enrich Lead Information

Enriches with lead information

Enrich Company Information

Enriches company information using external data sources

Prospect People

Prospects for potential individuals based on given criteria

Prospect Companies

Prospects for potential companies based on given criteria

List Google Task Lists

Lists all Google Task lists for the authenticated user

Create Google Task List

Creates a new Google Task list with a specified title

Search Google Tasks

Searches for tasks within a specified Google Task list using a query

List Google Tasks

Lists all tasks in a specified Google Task list

Create Google Task

Creates a new task in a specified Google Task list

New Google Task

Triggers when a new Google Task is created

App details

Enrich by DryMerge

Enrich your leads with additional context and insights. Automate lead enrichment by pulling in data from various sources and sync the enriched data with your CRM.

Google Tasks

Google Tasks is a task management tool integrated with Google Workspace. Create, manage, and organize to-do lists, set due dates, and sync tasks across devices to stay on top of your work.