Agency client intake pipeline
End-to-end client onboarding: PandaDoc → ClickUp → Xero
A 12-person creative agency was spending 5 hours per new client manually creating contracts, setting up project folders, and raising onboarding invoices. Three platforms, no connection between them.
- PandaDoc webhook fires on contract sign → ClickUp project created from template with all client metadata pre-populated
- Xero invoice raised automatically from deal value, due on project kick-off date
- Slack notification to account manager with all links in one message
5 hours per client recovered. Paid for itself inside six weeks.
See the demo →