Workflow: Create a Card When a Customer Is Created in Ontraccr

🤖 Workflow: Create a Card When a Customer Is Created in Ontraccr
 

Overview

This workflow automation automatically creates a new board card every time a new client (a.k.a. customer) is added in Ontraccr. It’s perfect for setting up CRM boards, onboarding pipelines, or service tracking workflows that start as soon as a client record exists.

🎯 When to Use This Workflow

Use this when you want to:

• Automatically create a CRM lead card when a client is created
• Trigger a client onboarding tracker workflow
• Initiate a sales or service card tied to new customers
• Standardize how clients flow into downstream workflows

🧩 How to Set It Up

1. Go to your board and click the ⚙️ Settings icon
2. Navigate to the Workflows tab
3. Click the ➕ Add button
4. Fill out the workflow configuration:

🔧 Step-by-Step Setup

🔁 Field Mapping Options

You can map any client field into the card:

• Customer Name → Card Title (🟢 This is required)
• Contact Name, Email, or Phone
• Notes
• Linked Division or Sales Rep

✅ Only the Card Title field is mandatory — all others are optional.

✅ Example Use Case

• A service company wants a new card to appear in their CRM board every time a new client is created
• Workflow setup maps:
  • Client Name → Card Title
  • Phone → Contact Info
  • Sales Rep → Assigned User
• When a new client is added, a card is auto-created in “New Lead”

🧠 Tips & Edge Cases

• “Client” and “Customer” are interchangeable — it depends on your account terminology
• The card will only be created once per client — even if the client is edited later
• You can link the card back to the client automatically using the “Link” field in your mapping
• This workflow pairs well with assigned user email alerts to notify sales reps of new leads