Client Onboarding
Without Manual
Drift
New client signs up — Airtable record created, conditional logic routes to the right onboarding track, no manual steps.
Type
Concept
Stack
Make · Webhooks
Airtable
Modules
5
Pattern
Conditional onboarding
01
Problem
Every new client needs different steps
Onboarding is never one-size-fits-all. Different client types need different follow-ups, different integrations, different timelines. Tracking this manually in a spreadsheet means someone always falls through the cracks.
02
Solution
One webhook, conditional routing to the right track
Client submits a form. Webhook fires. Airtable record created immediately with all metadata. A conditional check determines which onboarding track applies and sets the right status, fields and next steps.
01
Webhook
New client form submission triggers the scenario.
02
Set variables
Extract and normalise key fields from the payload.
03
Airtable record
Create client record with all metadata and initial status.
04
Conditional logic
If/else routes to the right onboarding track based on client type.
03
Make scenario
Client Onboarding Scenario
5-module scenario: webhook → variable extraction → Airtable record creation → conditional routing.
04
Numbers
What the pattern delivers
0
manual steps in the initial intake
5
modules for full intake automation
∞
client records — all consistent
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