New Customer Welcome
An Ambassador that triggers when a new customer signs up — sends a personalized welcome email, creates onboarding tasks for your team, and logs the customer in your CRM tables.
What You'll Build
A new customer welcome agent that automatically sends a personalized welcome email, creates onboarding tasks for your team, and logs every new customer — triggered the moment they sign up.
Sections Included (3)
Event Receiver
Receives new customer signup events via webhook
Welcome Sender
Sends personalized welcome email from template
Task Creator
Creates onboarding tasks for internal team
Design
What This Deploys
Tables
welcome_log
Tracks welcome sequences sent and their status
welcome_templates
Email templates for the welcome sequence
Ambassadors
customer-welcome
Handles new customer events and triggers welcome flow
Replaces
Details
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