Create onboarding project and folders for new client
Create onboarding project and folders for new client
Your new client records in CRM often lack onboarding tasks and assets, so developers and PMs wait for handoffs. It creates the project item, shared folders, and an alert so work can start same day.
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Overview
New client records should trigger work, not waiting. This workflow turns each CRM account into a web development item, provisions shared folders, and alerts your onboarding channel so PMs and developers can begin the work same day. That removes manual handoffs and gets projects into execution faster.