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Customer.io / Mailchimp / ConvertKit

Trigger an onboarding email sequence when a client first logs in

The moment a client clicks their magic link and lands in the portal, kick off a 5-email onboarding sequence (welcome, how to upload, AI helper intro, deadline reminder setup, feedback ask).

15 min setup Trigger: client.first_login medium
works with Zapierworks with Make.com

Setup steps

  1. In your email tool: create the 5-email sequence as a campaign.
  2. In Make / Zapier: webhook trigger, then 'Add Contact to Campaign'.
  3. Map client.primary_email -> Subscriber email; client.name -> First name; client.workspace_name -> custom field.
  4. In ClientNest365: subscribe a new webhook to client.first_login.

Payload fields you'll use

  • client.name
  • client.primary_email
  • client.workspace_name
  • client.first_login_at

Where to wire it in ClientNest365

Open your workspace at /app/settings/webhooks. Click + New endpoint. Paste the target URL from your automation platform (Zapier, Make, n8n) or the third-party tool's native webhook URL. Subscribe to the client.first_login event. Save. Your endpoint secret is shown once at creation; copy it now if you plan to verify the HMAC signature on the receiving end.

Verifying the signature

Each webhook POST carries an X-CN-Signature header. The value is sha256=<hmac> where the HMAC is computed over the raw request body using your endpoint secret. Compare with constant-time equality. Reject mismatches.