---
title: "Workflow: Create a Card When a Customer Is Created in Ontraccr"
url: "https://help.ontraccr.com/en/article/workflow-create-a-card-when-a-customer-is-created-in-ontraccr"
language: "en"
last_updated: "2025-05-27T10:19:22.582Z"
---

# 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.

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## **🎯 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

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## **🧩 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:

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### 🔧 Step-by-Step Setup

| Field | What to Do |
| --- | --- |
| **Name** | Give your workflow a label (e.g. “Auto-create CRM card”) |
| **Type** | Select: **Create a card when a customer is created** |
| **Initial Status** | Choose which column the card will appear in (e.g. “New Lead”) |
| **Initial Color** | (Optional) Pick a card color for visual identification |
| **Mapping** | Choose which customer fields should map to the card fields (see below) |

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### 🔁 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.

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## **✅ 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”

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## **🧠 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