A new client signs and within minutes they have a branded portal, a welcome checklist, shared documents, and a team notification, without anyone copying templates by hand.
This automation fires when a deal closes, a payment clears, or an intake form is submitted. It clones your master onboarding workspace, pre-fills client details, sends the portal invite, and posts a heads-up to your internal channel. The embedded AI agent can draft a personalized welcome message from the project brief.
What's Included
- Signup trigger: Start from CRM deal won, form submit, or payment event.
- Portal provisioning: Generate a client-facing workspace from your master template.
- Welcome checklist: Pre-load tasks for kickoff, documents, and first deliverable.
- Team alert: Notify the account owner with client context and next steps.
- Relational records: Link contact, contract, and onboarding project in one view.
How To Use
- Clone the live onboarding kit below.
- Connect your CRM, form tool, or payment source via Automations.
- Customize the master portal template once; every new client gets a copy.
- Enable the workflow and let signups become portals automatically.
Pair with client onboarding automations, explore client portal generators, or browse examples in the Community Gallery.