Client onboarding after a won deal

When a deal is won, the scenario sets up the client's document folder, announces to the team, books a meeting, sends an email and creates a task.

  • Client folder and docs set up automatically
  • Kickoff meeting in the calendar
  • Welcome email and task
  • Team notified at once
WebhookGoogle Drive
Set it upScriptera

How it works

To create Microsoft Outlook records from Microsoft Teams without manual input, use a ready-made scenario.

  1. Starts when: GHL Webhook - Deal Won
  2. Then: Fetch Won Deals from GHL
  3. Check: Validate Client Data
  4. If yes: Format Client Data
  5. Then: Create Client Folder
  6. Then: Copy Contract Template
  7. Then: Send Slack Welcome
  8. Then: Schedule Kickoff Call
  9. Then: Send Welcome Email
  10. Then: Copy Kickoff Deck Template
  11. Then: Create GHL Onboarding Task
  12. If no: Error Notification

You can launch this Microsoft Teams + Microsoft Outlook integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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