Outcome. The moment a contact becomes a customer, they automatically get an email with the welcome packet document attached and tracked, without anyone remembering to send it by hand.
Workflow map
Enrollment, branches and actions at a glance
customer-onboarding-032
flowchart TD
A[Lifecycle stage = Customer] --> B{Welcome Packet Sent Date known?}
B -->|Yes| C[End, already sent]
B -->|No| D[Send Welcome Packet email]
D --> E[Set Welcome Packet Sent Date]
When to use it, when not to
- UseUse it when the welcome packet is a static or lightly templated document (a PDF guide, a getting-started one-pager) that does not need to change per deal.
- UseUse it when you want open and click tracking on that first document share, the HubSpot Documents tool records views per recipient.
- SkipDo not use it if the packet needs deal-specific data assembled at send time (a custom quote of features purchased), that needs a merge step outside this workflow or a per-deal document generated manually first.
- SkipDo not use it for multi-language audiences without a branch, see customer-onboarding-033.
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.3 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.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.
