The whole client path from enquiry to kickoff — automated

The scenario takes the enquiry, creates the card and the project, books the call, sends the reminder and, once payment lands, kicks off onboarding.

  • An enquiry becomes a card in таблица and a project in база знаний by itself
  • The call goes into Google Calendar and the 24-hour reminder fires on its own
  • The client gets an auto-reply, a survey and a welcome email at почта
  • The team sees every stage in мессенджер
WebhookAirtableNotionSlackGmailTwilioSender
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