Streamline Client Intake: Automated Onboarding System ExpertStreamline Client Intake: Automated Onboarding System Expert
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Automated Client Onboarding System
I built this comprehensive workflow automation to handle the heavy lifting of new client intake. The process is triggered by a successful payment, after which a make.com scenario automatically generates a custom contract in Dubsado and creates a dedicated project folder in Google Drive. As a make.com expert, I used API integration to sync these details with Asana for task management and Monday.com for high-level tracking. This is a system I have made.com automation for specifically to help agencies scale, ensuring that the CRM integration and onboarding are 100% hands-off.
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The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started