1.Gets opportunity and party
Integrate Capsule CRM and CRM mapping tools to find opportunity details and associated contact, and to map keys for onboarding data.
Create complete client onboarding bundle across your systems
Automatically detect opportunities moved to won across Capsule CRM and your onboarding apps. Create and update when a deal is wonβso you can generate onboarding documents, provision client folders, and draft invoices and signature requests without manual onboarding setup.
How this automation accelerates your onboarding bundle
When an opportunity moves to won, delays can stall onboarding for the client and team. This automation creates client and project assets, drafts billing, and sends contract signature requestsβso your team can start work faster.
Capsule CRMor swap with your favorite app
2.Creates document
Integrate Google Docs and document templating tools to create a client cover sheet and fill placeholders with opportunity fields.
Google Docsor swap with your favorite app
3.Creates folder and uploads
Integrate Microsoft SharePoint and file storage tools to create a client folder and upload the generated document as the initial file.
Microsoft SharePointor swap with your favorite app
4.Creates link record
Integrate Zapier Tables and data lookup tools to create a link record, mapping the contact email and folder URL for retrieval.
Zapier Tablesor swap with your favorite app
5.Creates contact and project
Integrate Avaza and project workspace tools to create the client contact and project, including owner assignment.
Avazaor swap with your favorite app
6.Creates contact and invoice
Integrate Xero and accounting tools to create a draft repeating invoice with mapped line items and a scheduled start date.
Xeroor swap with your favorite app
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Explore all onboarding workflow management automations
Accelerate customer onboarding with automated kickoff routing, task assignment, and milestone tracking
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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