Kick Off Client Onboarding the Moment a Contract Is Signed
When a DocuSign contract is completed, automatically create the client's onboarding project, invite them to your portal, and notify the delivery team.
- 1
Trigger on Completed Envelopes
Add a
DocuSign Triggernode (or webhook via Connect) firing on theCompletedenvelope status. - 2
Extract Client Details
Add a
Setnode pulling the signer's name, email and company from the envelope data. - 3
Create the Onboarding Project
Add a
ClickUpnode that creates a project from your onboarding template with tasks assigned to the delivery team. - 4
Welcome the Client
Add a
Gmailnode sending a warm welcome email with portal access and the first steps they should take. - 5
Activate and Test
Activate the workflow and complete a test envelope. Confirm the ClickUp project is created and the welcome email is sent.
Frequently asked questions
Can I create the Slack channel too?
Yes. Add a Slack node to create a dedicated client channel and invite the account team as part of the same kickoff.
What if we use PandaDoc instead?
Swap the trigger for PandaDoc's document-completed webhook; the rest of the workflow stays the same.
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