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Create client project folder and notify onboarding team

Create client project folder and notify onboarding team

Your onboarding webhook includes client details but requires a project folder, task card, and contact entries for setup. You get a ready project and welcome SMS same day.

Create client project folder and notify onboarding team

Overview

Manual client setup consumes time and creates onboarding lag; this flow provisions a project folder, task card, contact records, and sends a welcome SMS within minutes. The result is less admin work, faster handoffs, and project managers ready to act same day.

Create client project folder and notify onboarding team