CRM Systems

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A Real World Example

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AI Client Onboarding System

This workflow turns a successful payment into a fully-automated client onboarding sequence. It confirms the payment in your CRM, creates and shares the client’s workspace, stores the signed contract, sends a personalized welcome + step-by-step onboarding email, and updates the CRM with links and status—no manual work.

Step-by-step flow

• Trigger – Payment received
  A webhook fires when the payment is confirmed.
• Find client in CRM
  Looks up the client record (e.g., by email/order ID).
• Mark payment as Paid
  Updates the client/deal record to reflect the transaction.
• Router → two parallel lanes
  

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Lane 1: Workspace & docs

• Create & share Drive folder for the client.
• Get share link and permissions.
• Upload contract (or key docs) to the folder.
• Update CRM with folder link/contract URL.

Lane 2: Welcome & instructions

• Create & share Drive folder for the client.
• Get share link and permissions.
• Upload contract (or key docs) to the folder.
• Update CRM with folder link/contract URL.

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