Service B
Onboarding runs
One signature starts the CRM record, project, folder, invoice and welcome.
A sample run
sample runexample
- Trigger: signed proposal in PandaDocok
- Create client in HubSpotok
- Open project + 14 tasks in Asanaok
- Create shared Drive folderok
- Draft first invoice in Xerook
- Done. Dana gets a Slack note.7s
Runs alone
Create the client in the CRM Open the project and its tasks Create the shared folder Draft the first invoice Send the welcome email from the account lead
A person approves
The invoice before it is sent Any client marked as special terms
What it replaces
A signed proposal lands and somebody spends the next hour creating the same client in five tools, in a slightly different way each time.
How it runs
The signature is the trigger. The run builds every record from one source of truth, so the name, the dates and the amounts match everywhere. A person approves the invoice before it goes out.
What you get
The run, the spec, the log and a checklist your team can read when something looks off.
Want this run for your team?
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