N8N_14
ClickUp Client Onboarding System
A signup webhook is normalized and validated (missing fields create a fix-required task). The workflow then builds the client’s ClickUp folder, list and main onboarding task, assigns the team, adds kickoff and escalation tasks and a full checklist (intake, CRM, calendar, forms, AI setup, QA, go-live), then runs a go-live readiness check with payment reminder and 30-day retainer tasks.
- Webhook
- ClickUp API
- HTTP Request
- If
- Set
A signup webhook is normalized and validated (missing fields create a fix-required task). The workflow then builds the client’s ClickUp folder, list and main onboarding task, assigns the team, adds kickoff and escalation tasks and a full checklist (intake, CRM, calendar, forms, AI setup, QA, go-live), then runs a go-live readiness check with payment reminder and 30-day retainer tasks.