Outcome. The moment a deal closes, finance and billing get an internal notification with the contract details they need to start invoicing, instead of finding out a new customer exists when the first payment question comes in.
Workflow map
Enrollment, branches and actions at a glance
customer-onboarding-030
flowchart TD
A[Deal stage = Closed Won, Finance Notified Date unknown] --> B[Send internal notification to Finance/Billing]
B --> C[Set Finance Notified Date]
When to use it, when not to
- UseUse it when finance and billing are not automatically looped in at deal close today, and invoicing setup depends on someone telling them manually.
- UseUse it when the deal record already carries the billing-relevant details (amount, contract term, billing contact) by the time it reaches Closed Won.
- SkipDo not use it if invoicing is fully automated through a connected billing system that already syncs from HubSpot deals, this fiche is for teams still relying on a manual heads-up.
- SkipDo not use it for renewals if your finance team is separately
notified of renewals through their billing system, exclude
Deal Type=Renewalto avoid duplicate notices.
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.2 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 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.
