How do I connect onboarding stages with automatic actions?

Open Onboarding → Settings and click a stage. There you can set triggers per stage:

  • Automatically send an email to the contact (e.g. welcome mail at Intake)
  • Automatically create a set of tasks (e.g. "Collect logo" at Brand identity)
  • Send a Slack message to a team channel

The triggers fire upon entering the stage. Ideal to automate away manual steps.

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