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

A client fills in an intake form — AI builds an onboarding checklist for the project type, routes it to the right consultant, sends a welcome email and books the kickoff.

  • The onboarding checklist builds itself
  • Tasks go to the right consultant
  • Welcome email and kickoff — automatic
  • Client data lands in your sheet and CRM
Webhook
Set it upScriptera

How it works

To pass leads from Microsoft SQL to Telegram automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: New Client Intake Form
  2. Then: Workflow Configuration
  3. Then: Normalize Client Data
  4. Then: Generate Onboarding Checklist
  5. Check: Route by Project Type
  6. If yes: Log to Google Sheets - Strategy
  7. Then: Notify Strategy Consultant
  8. Then: Send Welcome Email
  9. Then: Schedule Kickoff Meeting
  10. Then: Sync to CRM
  11. If no: Log to Google Sheets - Management
  12. Then: Notify Management Consultant
  13. If no: Log to Google Sheets - IT
  14. Then: Notify IT Consultant

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

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