Step-by-step customer onboarding — the whole first week on autopilot

A customer signs up — the scenario adds them to your database, notifies the team and, on schedule, sends the welcome, documents, a check-in and a first-week guide.

  • The customer's whole first week runs itself, step by step
  • The customer lands in bitrix24 at once, the team is notified
  • Emails go out with pauses, at the right moment
  • Nothing forgotten and nothing sent twice
WebhookTelegramSend Email

How it works

To get bitrix24 notifications in Webhook, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: New Customer Webhook
  2. Check: Validate Required Fields
  3. If yes: Create HubSpot Contact
  4. Then: Send Team Notification
  5. Then: Send Welcome Email
  6. Then: Wait 2 Hours
  7. Then: Send Onboarding Documents
  8. Then: Wait 1 Day
  9. Then: Update CRM Status
  10. Then: Send Personal Check-in
  11. Then: Wait 2 More Days
  12. Then: Send Week 1 Success Guide
  13. Then: Mark Week 1 Complete
  14. Then: Notify Team of Completion
  15. If no: Send Validation Error Alert

You can launch this bitrix24 + Webhook integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.