1.Detect agreement signed
Integrate Moxie to detect when an agreement is signed and start provisioning tasks for onboarding.
Create onboarding workspace and tasks for signed client
Automatically detect agreement signed events across Moxie and onboarding apps. Create client workspaces, shared folders, and welcome messages when agreements are signedβso you can provision tasks, update records, and notify clients without manual paperwork.
How this automation provisions client onboarding workspaces
When agreement signed in Moxie happens, onboarding work stalls and clients wait for access. This automation creates ClickUp projects and shared Drive folders, updates the Airtable master record, and sends welcome communicationsβso your team can onboard faster.
Moxieor swap with your favorite app
2.Find or create client project
Integrate ClickUp, onboarding templates, and workspace tools to create or update the client project list and fields.
ClickUpor swap with your favorite app
3.Create shared client folder structure
Integrate Google Drive and folder sharing tools to create a client folder tree and set client and team access.
Google Driveor swap with your favorite app
4.Create or update client master record
Integrate Airtable and record management tools to find by client email and update or create the master record.
Airtableor swap with your favorite app
5.Add client to current clients group
Integrate MailerLite and subscriber list tools to add or update the client and assign them to the right group.
MailerLiteor swap with your favorite app
6.Send welcome SMS to client
Integrate RingCentral and messaging templates to send a welcome SMS with next-step details to the mapped phone number.
RingCentralor swap with your favorite app
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