
Here is the Blueprint of it as well
onboardingprocessautomation (1).json
How its Work:
- I have a clickup CRM where i have stages when a stage changed to onboard it get trigged
- Then i Send a welcome email
- A calandly invitation link
- Make a trello board and share it with them. The board already have prebuild tasks that are also related to them.
Single but effect automation.