SharePoint Client Provisioning
Onboard a new client with one webhook, not an afternoon of copy-paste.
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The problem
For the SEO agency where every new client kicks off the same fragile setup ritual. New client signs. Now someone has to hand-copy the template folder tree, duplicate the workbook, and pray they didn't miss a step or overwrite the wrong file. Every time.
How it works
A single webhook that validates the intake, builds the full folder tree, copies your golden-image workbook, notifies the PM in Slack, and rolls itself back cleanly if anything breaks.
Before → After
Folders and workbooks were hand-copied per client.
One webhook builds the whole structure with rollback safety built in.
Automation in action
Lead Flow: CRM ↔ Job Management
Stop re-typing leads and start working them.
Booking → Pipeline Webhook
Every calendar booking becomes a pipeline prospect automatically, with company details auto-filled from the work-email domain, cancellation handling, and a call-prep trigger.
One-Entry Client Provisioning
One entry creates a new client's entire footprint: invoicing, revenue config, reporting config, onboarding record, profile doc, and team notification — idempotently, with a rate hard-gate.