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

The client fills in a form — the scenario creates a project with tasks from your template, prepares the contract, sends the welcome email, opens a team channel, and logs the client in a sheet.

  • Every client is onboarded the same way — nothing gets forgotten
  • The project is built from your template: sections and tasks are copied in full
  • The contract is filled with the client's details and emailed immediately
  • The contract template is wiped after each client — no data leaks to the next one
WebhookGoogle DocsAsana
Set this upScriptera

How it works

To pass leads from Slack to Copper automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Receive Client Form
  2. Then: Parse Client Data
  3. Then: Create Asana Project
  4. Then: Get Template Sections
  5. Then: Split Sections
  6. Check: Loop Through Sections
  7. Then: Wait for All Tasks
  8. Then: Get Contract Template
  9. Then: Populate Contract with Client Data
  10. Then: Download Contract as PDF
  11. Then: Send Welcome Email with Contract
  12. Then: Reset Template to Blanks
  13. Then: Log to Tracking Sheet
  14. Then: Create Slack Channel
  15. Then: Create Section in New Project
  16. Then: Get Tasks from Template Section
  17. Then: Add Task to New Project

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

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