Monterail Client Onboarding & Project Initialization
Agentic AI workflow for software agencies: Automating project kickoffs from CRM win to dev environment setup.
Completado8 agentes
Paso 1 de 8
6s
CRM Deal Monitor
crm_trigger_agent
Razonamiento
The workflow is triggered by a status change in Oxyok CRM. I need to fetch the full deal details, including client industry and project scope, to pass to the research agent.
Entrada
Oxyok CRM: GET /deals/695df59e1f9357d85bd0dd42
Salida
Retrieved deal 'GreenTech SaaS' with 'Closed Won' status.