Outcome. The moment the onboarding ticket reaches its final stage, the internal team gets a notification and the customer gets a "you're all set" email, closing the loop on both sides at the same time.
Workflow map
Enrollment, branches and actions at a glance
customer-onboarding-020
flowchart TD
A[Ticket Pipeline stage = Completed] --> B[Set Onboarding Completion Date]
B --> C[Send internal notification to Onboarding Owner + CS manager]
C --> D[Send customer-facing welcome/completion email]
D --> E[Add to Onboarding Completed list]
When to use it, when not to
- UseUse it when onboarding is tracked as a ticket through pipeline stages (see customer-onboarding-011) and there is currently no consistent signal that onboarding actually finished.
- UseUse it when you want one shared completion moment, rather than separate ad hoc emails written per customer.
- SkipDo not use it if you only need to notify the originating sales rep specifically, that narrower case is customer-onboarding-031.
- SkipDo not use it if completion should first pass through a manager review, add that gate before this fiche, see customer-onboarding-043.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.4 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.4 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the customer onboarding pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
