Create onboarding deals and welcome kits for new orders

Your onboarding webhooks arrive without structured records, stalling handoffs and delaying templates. Receive a CRM deal, shared project folder, and client welcome email same day.

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Overview

Incoming onboarding orders should immediately produce a working deal, a shared project folder, and a client-ready welcome message so coordinators can act without manual setup. Implementing this flow removes repetitive setup work and gets clients started the same day.