Onboarding new clients: email, meeting and owner

The scenario greets every new client with a personal email, assigns an owner and sets up a meeting in the calendar.

  • A personal email to a new client
  • An owner assigned on its own
  • A meeting in the calendar
  • Nothing forgotten
WebhookGoogle Calendar ToolHubSpot
Set it upScriptera

How it works

To connect SendGrid and Webhook, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Webhook
  2. Then: Enter your company data here
  3. Then: Get list of owners
  4. Then: Split Out owners
  5. Check: Get current owner
  6. Check: If a contact is created
  7. If yes: Get all info about the contact
  8. Then: Write a personalized message
  9. Then: Transforms markdown to HTML
  10. Then: Send the message
  11. Then: Set owner to contact
  12. Then: Try Again
  13. Then: Success
  14. Then: Calendar Agent
  15. Then: Create Event with Attendee
  16. Then: Create Event
  17. Then: Get Events
  18. Then: Delete Event
  19. Then: Update Event
  20. Starts when: When Executed by Another Workflow
  21. Then: OpenAI Chat Model2
  22. Then: calendarAgent
  23. Then: Structured Output Parser
  24. Starts when: HubSpot Trigger
  25. Then: OpenAI Model

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

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