Kick off onboarding emails when a client connects
The connect moment is the perfect trigger: access is granted, momentum is high, and your "here's what happens next" email should already be in their inbox. This recipe adds the client to a list or tag in your email tool, which starts your existing automation.
Before you start
Build (or pick) the onboarding sequence in your email tool and note what starts it — usually "contact added to list X" or "tag Y applied". This recipe's only job is to apply that trigger.
Steps (Make.com → ActiveCampaign; Mailchimp/ConvertKit are identical)
- Create a Make scenario with a Webhooks → Custom webhook trigger and copy its URL.
- Paste it in ClientInvite under Settings → API & Webhooks, save, and click Send test event.[SCREENSHOT: API & Webhooks settings tab]
- Add your email tool's Create/Update a Contact module and map:
data.clientEmail→ emaildata.clientName→ name
- In the same module (or a follow-up one), add the contact to your onboarding list or apply your onboarding tag — whatever starts the sequence you picked above.[SCREENSHOT: Make.com email-tool module applying the onboarding tag]
- Run once with a test event, confirm the contact lands in the sequence, and turn it on.
Only onboard full successes?
Add a filter between the two modules: continue only when data.status equals SUCCESS. For PARTIAL_SUCCESS connections, route to a Slack alert instead so a human chases the missing asset.