The moment it happens

Add new clients to Airtable and start a Trello onboarding card

When a client signs or submits their details, they are saved in Airtable, given a Trello card with your onboarding checklist, and announced in Slack.

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

Send this to your assistant

Create a ClickRuntime automation: when my form or e-signature tool posts a signed client, add them to Airtable, create a Trello onboarding card with our checklist, and tell #clients in Slack.

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

Add to ChatGPT Add to Claude

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

Why use it

Why teams use this automation

A bookkeeping practice keeps its client list in Airtable and runs onboarding on Trello. Every new client means typing the same details twice, adding a checklist by hand, and messaging the team. Some weeks the Airtable record is missing a phone number, other weeks the Trello card has no checklist, and twice a client was onboarded without anyone telling the person who sets up their accounts.

Doing all three from one signed form or contract keeps the client record, the onboarding work and the team in step from the first minute, with nothing typed twice.

What you get out of it

Client details entered once
The details the client typed into the form go straight into Airtable. There is no retyping and no copy errors in email addresses or company names.
The same checklist for every client
Each Trello card gets your full onboarding checklist. Steps such as collecting bank access or booking the first call are never skipped because someone was in a hurry.
The team hears about it right away
A Slack message announces the new client with a link to the card. Whoever handles the next step can start the same day.
Your client list stays complete
Every signed client lands in Airtable, including ones who sign late at night or on a weekend. Reports and invoicing built on that table are always up to date.
Works for candidates too
The same pattern suits recruiting: a signed offer creates a candidate record and an onboarding card for their first week. Only the checklist changes.

How it works

What happens, step by step

When your form or signing tool reports a new client, ClickRuntime receives the details straight away.
It adds the client to your Airtable table.
It creates a Trello card for the client and adds your onboarding checklist to it.
A message with the client name and card link is posted in Slack.

Before it runs live

Connect Airtable
Connect Trello
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Add new clients to Airtable and start a Trello onboarding cardjust nowSucceeded

Slack · #clientsNew client: Contoso Bakery — onboarding card created with 4 steps

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 Slack
Combine it with other Airtable 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.

onboard_a_new_client_airtable_record_plus_trello_board.pyexample

from clickruntime import on_event, credentials, http, notify

BASE_ID = "your-airtable-base-id"
TABLE = "Clients"
LIST_ID = "your-onboarding-list-id"
STEPS = ["Kickoff call booked", "Access requested", "First invoice sent", "Welcome pack sent"]

@on_event
def handle(event):
    c = event.json or {}
    http.post(f"https://api.airtable.com/v0/{BASE_ID}/{TABLE}",
              headers={"Authorization": f"Bearer {credentials.secret('AIRTABLE_TOKEN')}"},
              json={"fields": {"Name": c["name"], "Email": c["email"], "Company": c.get("company", "")}, "typecast": True})
    auth = {"key": credentials.secret("TRELLO_API_KEY"), "token": credentials.secret("TRELLO_TOKEN")}
    card = http.post("https://api.trello.com/1/cards", params={**auth, "idList": LIST_ID, "name": f"Onboard {c['name']}"}).json()
    checklist = http.post(f"https://api.trello.com/1/cards/{card['id']}/checklists", params={**auth, "name": "Onboarding"}).json()
    for step in STEPS:
        http.post(f"https://api.trello.com/1/checklists/{checklist['id']}/checkItems", params={**auth, "name": step})
    notify.slack(f"New client: {c['name']} — {card['shortUrl']}", channel="#clients")
    return {"card": card["id"]}

FAQ

Common questions

What details does the form need to send?

At least the client's name and email. Anything else it sends, such as company, phone or plan, can be mapped to columns in your Airtable table.

What is on the Trello checklist?

Whatever onboarding steps you list in the setup, for example kickoff call, access requests, first invoice and welcome pack. The checklist is added to each new card in that order.

Which Slack channel gets the announcement?

The one you choose, such as #clients or #onboarding. The message includes the client name and a link to their Trello card.

What permissions does it need?

Airtable write; Trello 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.

On a schedule