1.Catches service added to client
Integrate Ignition and proposal data tools to catch the service added to client signal and pull proposal and contact payloads.
Create client and onboarding job from signed proposal
Automatically catch service added to client events across Ignition and Pixie. Create onboarding-ready clients by splitting contact names, mapping service templates, and adding primary contactsβso you can launch setup without manual follow-up.
How this automation accelerates onboarding setup
When service added to client events arrive, onboarding can stall without a complete client record and the right template. This automation pulls proposal and contact details, creates the client and primary contact, maps the service to a template, and assigns onboarding jobsβso your team can start work immediately.
Ignitionor swap with your favorite app
2.Splits full name into first and last
Integrate Formatter by Zapier and contact mapping tools to split the contact name and populate primary contact name fields.
Formatter by Zapieror swap with your favorite app
3.Creates the client record
Integrate Pixie and CRM data tools to map proposal and company fields into client and billing records.
Pixieor swap with your favorite app
4.Adds contact to the client
Integrate Pixie and contact enrichment tools to create the client primary contact with split name parts and email or phone.
5.Looks up onboarding template by service
Integrate Formatter by Zapier and lookup table tools to convert the incoming service name into a template ID with fallback.
6.Assigns service template to client
Integrate Pixie and task creation tools to assign the template ID so the correct onboarding jobs get created.
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