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Onboarding automation

Support ops & back office

New customer signs → send structured pre-work, read the replies, extract the data, map it to named CRM fields via a defined API call, human confirms before write.

Volume
2,000 tickets / month
Priority
Highest-impact area
Systems
Gainsight email Salesforce View all 35

How the workflow runs

  1. New customer signs

    Trigger

    The handover starts the moment the contract is done.

  2. Send structured pre-work

    Action

    Ask for what onboarding needs, in a form the workflow can read back.

    Pre-work agent

  3. Extract and map the data

    Logic

    Pull the answers out of the replies and map them to named CRM fields via a defined API call.

    Field mapping agent

  4. Human confirms before write

    Nothing reaches Salesforce until someone has approved the mapping.

    Salesforce

Also works with

CRM, data & ops

  • Slack
  • Microsoft Teams
  • Jira
  • Asana
  • Linear
  • Airtable
  • Segment
  • Snowflake
  • Twilio
  • Shopify

Knowledge & content

  • Confluence
  • SharePoint
  • Google Drive
  • Notion
  • Guru
  • Document360
  • Contentful

Ticketing & support

  • Zendesk
  • Freshdesk
  • Intercom
  • Salesforce Service Cloud
  • HubSpot
  • Front
  • Gorgias
  • Help Scout
  • Kustomer
  • Gladly
  • Zoho Desk
  • Dixa
  • Re:amaze
  • ServiceNow
  • Jira Service Management

Or anything else you run. If it has a REST or GraphQL API, an MCP server, or a database we can reach, the workflow runs against it — however many systems one job needs.

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