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The moment it happens

Start client onboarding in Trello when a contract is signed

When a contract is signed, the client gets a Trello onboarding card with a checklist and the team hears about it in Slack.

Runs
The moment it happens
Apps
Slack, Trello
AI
Not needed
Access
Trello write; Slack chat:write

Send this to your assistant

Create a ClickRuntime automation: when my e-sign tool posts a completed contract to this link, create a Trello onboarding card with my checklist and post the card link in #clients.

Paste it into your assistant. It tells you what it will send or change before it runs live.

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A small agency closes a deal, the contract comes back signed on a Friday afternoon, and the onboarding card is not created until someone remembers on Tuesday. The kickoff email goes out late, access requests wait, and the client's first impression is a slow start.

Creating the card the moment the signature lands means onboarding begins with the deal still fresh, and everyone in #clients knows a new client is on the way.

What you get out of it

  • Onboarding starts the same day

    The card and its checklist exist as soon as the contract is signed. The first steps can begin while the client is still keen to get going.

  • Every client gets the same steps

    The checklist is the same each time, so kickoff calls, access requests and invoices are never forgotten. New team members can follow it without asking.

  • The team hears it from one place

    A Slack message with the card link tells everyone who the new client is. Nobody learns about a new account by accident a week later.

  • Sales and delivery stay in step

    Whoever closed the deal does not need to hand over by email. The signed contract itself starts the handover.

How it works

What happens, step by step

  1. Your e-signature tool tells ClickRuntime when a contract has been fully signed.

  2. Events that are not a completed signature are ignored, and each contract is only handled once.

  3. A Trello card is created for the client in your onboarding list, with your standard checklist.

  4. A message with the client name and card link is posted in your #clients Slack channel.

Before it runs live

  • Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)
  • Connect Trello
  • Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens
Start client onboarding in Trello when a contract is signedjust nowSucceeded
Slack · #clientsNew client signed: Contoso Dental. Onboarding card: https://trello.com/c/a1B2c3D4

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.
  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

  • Act only on the items that match your own rules, and skip the rest
  • Add an AI step, for example to summarize, sort or draft a reply
  • Add another app, for example also send it to Google Sheets
  • Combine it with other Slack and Trello steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.
new_client_or_signed_contract_trello_card_and_slack.pyexample
from clickruntime import on_event, credentials, http, notify, state

LIST_ID = "your-trello-list-id"
CHECKLIST = ["Send welcome email", "Book kickoff call", "Create shared folder", "Request tool access", "Send first invoice"]

@on_event
def handle(event):
    data = event.json or {}
    if data.get("status", data.get("event")) not in ("completed", "signed", "document.completed"):
        return {"skipped": "not a completed contract"}
    if state.get(f"seen:{event.event_id}"):
        return {"skipped": "duplicate"}
    client = data.get("client_name") or data.get("signer_name") or "New client"
    auth = {"key": credentials.secret("TRELLO_KEY"), "token": credentials.secret("TRELLO_TOKEN")}
    card = http.post("https://api.trello.com/1/cards",
                     params={**auth, "idList": LIST_ID, "name": f"Onboard {client}"}).json()
    cl = http.post("https://api.trello.com/1/checklists", params={**auth, "idCard": card["id"], "name": "Onboarding"}).json()
    for item in CHECKLIST:
        http.post(f"https://api.trello.com/1/checklists/{cl['id']}/checkItems", params={**auth, "name": item})
    notify.slack(f"New client signed: *{client}*. Onboarding card: {card['shortUrl']}", channel="#clients")
    state.set(f"seen:{event.event_id}", True)
    return {"card": card["id"]}

FAQ

Common questions

Which e-sign tools does it work with?
Any tool that can send a webhook when a document is completed, which most e-signature services can. You paste your automation's link into the tool's webhook settings.
What goes in the checklist?
The steps you list when setting it up, such as kickoff call, shared folder, access to tools and first invoice. The same list is added to every new client's card.
Will an unfinished contract create a card?
No. Only events that say the document is completed create a card. Viewed, sent or declined events are ignored.
What permissions does it need?
Trello write; Slack chat:write. Nothing else in your accounts is used.
Does it need AI?
No. It runs without AI, so it doesn't use your plan's AI allowance.
How many runs does it use?
One run for each event the app sends.
Can I change how it works?
Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Set up “Start client onboarding in Trello when a contract is signed” from your assistant

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