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 Customer.io 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
Set it upScriptera

How it works

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

  1. Starts when: Webhook Trigger
  2. Check: Validate Booking Data
  3. If yes: Update Airtable Lead Record
  4. Then: Update Notion Page
  5. Then: Create Google Calendar Event
  6. Then: Send Pre-Call Survey Email
  7. Then: Notify Slack
  8. If no: Respond Error
  9. Starts when: Schedule Daily Check
  10. Then: Get Upcoming Calls (24h)
  11. Then: Send 24h Reminder
  12. Then: Mark Reminder Sent
  13. Check: Validate Data
  14. If yes: Enrich with Clearbit (Optional)
  15. Then: Create Airtable Record
  16. Then: Create Notion Project Page
  17. Then: Send Slack Notification
  18. Then: Send Auto-Reply Email
  19. Starts when: Respond Success1
  20. If no: Respond Error1
  21. Then: Log Error to Slack
  22. Starts when: Webhook Trigger1
  23. Check: Validate Payment Data
  24. If yes: Mark Lead as Paid in Airtable
  25. Then: Create Onboarding Checklist in Notion
  26. Then: Send Welcome Email
  27. Then: Send WhatsApp Welcome (Optional)
  28. Then: Notify Slack - Payment
  29. Starts when: Respond Success2
  30. Then: Update Financial Tracking
  31. If no: Respond Error2
  32. Starts when: Webhook Trigger2

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

Similar scenarios