Anyone here automated client onboarding end-to-end? Curious what stack you used.

I’ve been building in n8n and Make for a while, and I’m exploring onboarding automation systems that handle the “post-sale” process automatically — think:

• deal marked Closed Won → trigger onboarding

• auto-create client folders/accounts

• send branded welcome email + resources

• assign training / KYC / compliance steps

• schedule kickoff calls

I’m curious how others here have approached similar setups.

Specifically:

• What’s your go-to stack for managing onboarding triggers and tracking completion?

• How do you handle integrations with tools that don’t have APIs (e.g., email-only updates or CSV exports)?

• Have you found a smart way to track multi-step onboarding without a CRM getting in the way?

Would love to hear what you’ve built or what problems you hit.