What does this automation do?
A partner system posts a new signup to the flow URL, an agent works out what kind of account it is, and the right onboarding project is built for it.
What can you do with it?
- Accept signups from a partner with no integration to build
- Classify the account before anyone opens it
- Start the matching onboarding project automatically
The Steps
This automation runs in 4 steps:
- When Webhook Received
- Then Taskade AI — Ask Agent ("Partner Desk")
- Then HubSpot — Create New Contact
- Then Taskade — Create Project From Template
What makes this different from a Zapier-style flow?
The "Partner Desk" step is not a one-off model call. It is a Taskade AI agent that knows your partner tiers, onboarding paths and account types, remembers how earlier partner signups were handled, so every run builds on the last one instead of starting from an empty prompt.
A stateless "ask the model" step forgets everything the moment it returns. An agent keeps its knowledge and its memory between runs, carries its own tools, and can be handed work by other automations.
Who is this automation for?
Built for partnerships and platform teams onboarding signups from outside systems. A partner system posts a new signup to the flow URL, an agent works out what kind of account it is, and the right onboarding project is built for it.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the "Webhook Received" trigger.
- Add the action "Ask Agent" from Taskade AI. Point it at an agent called "Partner Desk".
- Add the action "Create New Contact" from HubSpot.
- Add the action "Create Project From Template" from Taskade.
- Enable the toggle in the top-right corner to activate the automation.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps, and the agent for you.