Customer Onboarding Workflow
Automate onboarding tasks when new customers are added.
Workflow Preview
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Problem this solves
New customer setup involves multiple steps across teams. This workflow triggers welcome emails, creates onboarding tasks, and assigns a CSM when a new customer record appears.
Setup in 4 steps
Connect your database
Add your database credentials.
Define the trigger
Set which database event starts the workflow.
Configure actions
Add steps: send notifications, update records, call APIs.
Test and deploy
Run with test data, verify each step, then deploy.
Required data fields
Your database should have these types of fields.
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