Monterail Client Onboarding & Project Initialization
Agentic AI workflow for software agencies: Automating project kickoffs from CRM win to dev environment setup.
Completato8 agentes
Passo 1 di 8
6s
CRM Deal Monitor
crm_trigger_agent
Ragionamento
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.
Input
Oxyok CRM: GET /deals/695df59e1f9357d85bd0dd42
Output
Retrieved deal 'GreenTech SaaS' with 'Closed Won' status.
All Steps
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