Agency client intake,
automated end-to-end.
Sign a proposal below and watch the automation fire — ClickUp project, Xero invoice, and Slack notification, all in under 10 seconds. Zero manual steps.
PandaDoc
→
ClickUp
→
Xero
→
Slack
BEFORE · 5 HOURS PER CLIENT
😩 Copy client details into ClickUp manually
😩 Create Xero invoice, calculate amount, set due date
😩 Email account manager with job links
😩 Hope nothing gets missed in the handoff
AFTER · 90 SECONDS AUTOMATED
✅ Webhook fires the moment proposal is signed
✅ ClickUp project created from template instantly
✅ Xero invoice raised with correct amount + date
✅ Slack message sent with all links in one place
5h
per client, saved
↑ per new client
£0
manual errors in onboarding
↓ from £1,200/yr in corrections
6wk
payback period
Sprint cost recovered
Step 1 · PandaDoc
Sign the proposal
This represents a proposal arriving from PandaDoc. When a client signs, a webhook fires instantly.
Proposal #PRO-2847
Vantage Creative → client
Maple & Stone Marketing Ltd
Brand identity + website redesign
£14,400
Brand strategy
Logo + identity
Website (8 pages)
12wk delivery
Awaiting client signature
Ready — click below to simulate a client signing
Webhook payload (live)
// Waiting for proposal.signed event...
Steps 2–4 · Automated
Watch it run
Each step fires automatically — no one touches a keyboard.
⚡
Sign the proposal to trigger the automation
CLICKUP
Project created: Maple & Stone · Brand + Web
Template applied · 34 tasks generated · Account manager assigned · Kick-off date set to 14 Jul
0.4s after signature
XERO
Invoice #INV-1204 raised — £14,400
Contact: Maple & Stone Marketing Ltd · Due: 7 Jul 2026 · 50% deposit on kick-off, 50% on delivery
1.1s after signature
XERO
Contact record created + linked
Maple & Stone Marketing Ltd · company number pulled from proposal metadata
1.3s after signature
SLACK → #new-clients
🎉 New client signed: Maple & Stone Marketing
ClickUp project · Xero invoice · Proposal PDF · Kick-off: 14 Jul · Assigned: @sarah
2.1s after signature
PANDADOC
Welcome email sent to client
Onboarding checklist attached · Next steps outlined · Kick-off call booking link included
3.2s after signature
Want this for your agency?
This pipeline took one Automation Sprint to build — PandaDoc, ClickUp, Xero, and Slack connected. Scoped, priced, and delivered in under four weeks.
Book a discovery audit →