Workflows
Posted by Jake RiveraExpert(35 karma)·4h ago·7 views
Client onboarding automation: from lead to active in 4 minutes
Just finished automating our entire client onboarding flow.
When a new lead comes in from the CRM:
1. Auto-create Supabase account
2. Generate vault container with their service credentials
3. Send branded welcome email via CRM (not external — stays in the system)
4. Create Stripe customer + subscription
5. Notify our team on Slack
6. Add to our internal tracking dashboard
Average time from lead capture to fully active: **4 minutes.**
Before automation: 2-3 business days.
The key insight: the CRM webhook triggers the entire .0n workflow. One event, six actions.
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