Send welcome email to new client after signing

Your signed deal records leave onboarding links unsent, causing client confusion and delayed starts. The flow sends a personalized welcome email with onboarding links and the planning form within 24 hours.

Overview

When a signed deal appears, this flow sends a warm, personalized welcome email to the client and CCs the responsible sales rep, automating the handoff. That gets clients the onboarding links within 24 hours so coordinators can schedule work and avoid manual follow-ups.