Customer onboarding takes a day of manual work each time
Build flow: contract signed > create accounts in N systems > send welcome mail with portal access.
Try this first
- 1Trigger on DocuSign-completed or CRM stage
- 2Create accounts in needed tools (provisioning)
- 3Send welcome email with magic link
- 4Open internal Slack channel or project board
When to bring us in
Provisioning fails on a system: park in DLQ and alert customer success.
See also
- n8n: self-host or cloud?Self-hosted is cheaper at volume and keeps data local. Cloud removes ops burden.
- Zapier or Make: which fits better?Zapier is straight-line; Make handles complex flows with routers and iterators for less money.
- Power Automate Cloud or Desktop: which to use?Cloud for SaaS integrations and triggers. Desktop for RPA against legacy Windows apps without APIs.
None of the above fits?
Describe your situation below. We pass your input plus the steps you already saw to our AI and return tailored next-step advice. If it's too risky to DIY, we'll say so.
Or skip the DIY entirely
Our Managed IT clients do not look these things up. One point of contact, a fixed monthly price, resolved within working hours.