Scriptera9 scenarios


3Client onboarding: folder, record and team alert, automatically

4Personalised welcome emails right after payment
1Yesterday's sign-ups into the onboarding sequence

4A form lead: analysed in a sheet, answered by email, flagged in your chat

5Onboard a new client in one move

3Client onboarding from an intake form — checklist, consultant and kickoff

6Client onboarding from a questionnaire: project, tasks, channel, email, CRM

2Welcome new clients and assign managers — right after the deal closes

6Client onboarding from a single form: project, tasks, contract, channel