SALES
Signed-Contract Webhook to ClickUp Onboarding Board + Calendar Invite
When a contract is signed via your e-signature provider's webhook, this creates a structured ClickUp onboarding list, schedules the kickoff call on the calendar.
How it runs
The automated pipeline, trigger to output.
- TriggerE-signature signed-contract webhook receivedHTTP webhook
- ActionParse customer, signer, product from payload
- ActionCreate ClickUp onboarding list from templateClickUp
- ActionBook kickoff call on Google CalendarGoogle Calendar
- OutputEmail customer the invite + onboarding overviewGmail
What it does
Fires the instant the ink dries. Your e-signature platform sends a signed-document webhook, and this workflow builds a ClickUp onboarding list with phased task groups, books a kickoff call on a Google Calendar, and emails the customer a calendar invite plus a short what-to-expect note — all before the rep has closed their laptop.
When to use it
Use this when contracts are signed outside your CRM (a standalone e-signature tool) and you want onboarding to begin off the signature event itself rather than waiting for someone to update Salesforce. Ideal for teams that run delivery in ClickUp.
How it works
- 1An HTTP webhook from your e-signature provider arrives with the signed contract payload.
- 2The flow parses the customer name, signer email, and product from the webhook body.
- 3It creates a new ClickUp list from your onboarding template and tags it with the account.
- 4It finds the next open kickoff slot and creates a Google Calendar event with the customer and CSM.
- 5It emails the customer the calendar invite and a brief onboarding overview.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect ClickUpDocs + tasks + chats in one workspace.
- 3Connect Google CalendarEvents, attendees, availability.
- 4Connect GmailRead, draft, send, label.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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