Workflow 01
Client onboarding
A prospect completes a form. An Automation creates or updates the CRM record, opens an onboarding card and creates a Client Portal. E-Sign sends the agreement. The signed document and the client's uploads go into the account's files, while the board and the message thread keep the internal discussion and the next actions. An agent can check the whole chain and prepare anything missing.
- Trigger
- Form Builder submission
- Runs on
- Automations
- Leaves behind
- Signed file, board history