Onboarding Automation:

Blueprint Json file:

onboardingblueprint.json

VARIATION 2:

Blueprint Json file:

OnboardingProcess.json

How it’s Work:

• There are two different automation but you can use any of them easily.
• First we take a webhook from CRM
• Then make a drive folder and update Airtable
• Send welcome email
• Send payment email
• Send another email
• Update Airtable database.