New client onboarding — folder, tasks, channel, and email in a minute

From a form with the signed proposal, the scenario creates a folder in Git, a task plan in ClickUp, a channel in Slack, and emails the client a welcome note through SendGrid.

  • One form — the entire client launch
  • The assistant builds the task plan from the proposal
  • Folder, project, and channel created automatically
  • The client's welcome email goes out at once
n8n Form
Set it upScriptera

How it works

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

  1. Starts when: On form submission1
  2. Then: Extract from File1
  3. Then: Remane Doc
  4. Then: Create Main Client Folder
  5. Then: Remane Folder ID
  6. Then: Click Up~Create a folder
  7. Then: Click Up~Create a list
  8. Then: Segment Task
  9. Then: Split Out1
  10. Check: Loop Over Items
  11. Then: Slack | Create Channel
  12. Then: Slack | Post Message
  13. Then: Send Welcome Email
  14. Then: Create a task
  15. Then: OpenAI Chat Model
  16. Then: Structured Output Parser

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

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