1.Monitors task completion and maps fields
Integrate ClickUp and task fields to map title, recipient email, and job reference for the welcome email to start.
Send welcome email after site handoff to contacts
Automatically watch ClickUp commissioning tasks become completed across ClickUp and Salesforce. Send tailored welcome emails with attachments, CC contacts, and task logs when status completes or tasks get updatedβso you can deliver onboarding without manual follow-up.
How this automation sends welcome emails at handoff
When commissioning tasks get completed, delays can stall onboarding and confuse contacts. This automation monitors ClickUp task completion and looks up CRM contacts, finds onboarding files, sends welcome emails with attachments, and logs the send back to the taskβso your team can onboard faster.
ClickUpor swap with your favorite app
2.Finds job record and related contacts
Integrate Salesforce and CRM lookup tools to search job records and pull account and account manager contacts for CC mapping.
Salesforceor swap with your favorite app
3.Locates onboarding resource and file
Integrate Microsoft SharePoint and document libraries to locate the onboarding PDF and map the first matching file as an attachment.
Microsoft SharePointor swap with your favorite app
4.Sends tailored welcome email with attachment
Integrate Microsoft Outlook and HTML email templates to send the welcome message with CC contacts and the SharePoint file attached.
Microsoft Outlookor swap with your favorite app
5.Posts task comment about email send
Integrate ClickUp and task notes to add a comment with the email subject and timestamp to log the notification.
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Launch stronger customer onboarding with automated welcome emails, customer routing, and follow-up triggers
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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