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Automation · CRM

Contract-Signed Welcome & Onboarding

On signing, congratulate the client and spin up the onboarding task list.

Structo·v1.0.0·3 steps
Contract signedTRIGGERSend congratulationsACTIONCreate onboarding tas…ACTION

What it does

When a contract is signed, the workflow sends a congratulations message and creates the onboarding tasks in parallel — a polished handoff into after-sales.

TriggerAction
Requirements
lead_centertasks

Your workspace checks compatibility before anything installs.

You'll be asked for
  • Onboarding owneruser
  • Welcome messagestring