Workflow Automation Triggers connect OnboardFi events to your broader tech stack. When something important happens--a deal closes, a task completes, a client logs in--automations coordinate across systems without human intervention.
Automate the moments that matter
Use the automation builder to respond to customer signals in real time, reducing manual coordination and response lag.
Trigger Sources
- Lifecycle events: Stage transitions, portal publications, or onboarding completions.
- Task signals: Status changes, overdue flags, or dependency resolutions.
- Engagement insights: Client logins, AI conversation sentiment shifts, document downloads.
- Integrations: Incoming webhooks or changes from CRM, billing, or support tools.
Automation Builder
| Element | Description | Example |
|---|---|---|
| Conditions | Define which events qualify | Only trigger when customer is Enterprise-tier |
| Branching logic | Route flows based on attributes | Different actions for new vs. existing customers |
| Reusable actions | Pre-built steps like send email, update CRM, notify Slack | Trigger renewal sequence automatically |
| Version control | Test and roll back changes safely | Iterate without disrupting live workflows |
Building Triggers
Choose the Event Source
Select the OnboardFi signal or external webhook that should kick off the workflow.
Add Conditions
Filter by customer tier, stage, owner, or custom metadata to target the right scenarios.
Assemble Actions
Chain together notifications, task assignments, integration updates, and AI prompts.
Test in Sandbox Mode
Simulate the workflow using sample data to verify logic and outcomes.
Deploy & Monitor
Activate the trigger, review logs for successful runs, and adjust as needs evolve.
Use Case Ideas
Start with high-impact touchpoints
Focus on moments that previously required manual coordination or had high risk if delayed.
- Auto-create onboarding projects when a deal moves to "Closed Won" in your CRM.
- Notify finance and provision billing when a client upgrades their plan.
- Trigger renewal playbooks 120 days before contract expiration.
- Alert leadership when a strategic account shows signs of disengagement.
Combine automation triggers with the Open API Strategy to extend workflows into proprietary systems.