Webhook / New ClientCRM & Ops🚀 Zero-touch onboarding

Client Onboarding System

On a new-client webhook, this workflow builds a dedicated Google Drive hub with a brand-kit subfolder, logs the project to a tracking sheet, emails the welcome + Drive link, and notifies Slack — a zero-touch onboarding kickoff.

Pipeline

Webhook Trigger→

Create Drive Hub Folder→

Create Brand Kit Subfolder→

Append to Project Tracker→

Welcome Email (Gmail)→

Slack Alert

Sample payload

{
  "data": { "fields": [{ "value": "Maria Santos" }, { "value": "Acme Corp" }, { "value": "maria@example.com" }, { "options": [{ "text": "Growth" }] }] },
  "drive_hub_id": "1AbCdEfGhIjKlMnOpQrStUvWxYz",
  "status": "Onboarding Sent"
}

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