Automated MSP New Client Onboarding
When a new managed-services agreement is activated in ConnectWise, WebRun creates an onboarding service ticket, drafts a welcome email to the client in Gmail, and posts the assigned engineer and account manager their onboarding checklist in Slack so the new client gets a fast, consistent start.
How do I automate new MSP client onboarding when a contract is signed?
When a new managed-services agreement is activated in ConnectWise, WebRun immediately creates a structured onboarding ticket, drafts a welcome email in Gmail for the account manager to send, and posts the engineer and account manager a full onboarding checklist in Slack with the client's contract details.
- Every new client gets a structured onboarding ticket and welcome email within minutes of signing
- Engineers and account managers have a complete checklist in Slack before the client even replies
- Onboarding steps are consistent across every new client without relying on memory
Built for managed service providers · MSP onboarding engineers · IT service businesses · MSP account managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
home.connectwise.comin a real browser with your saved login - no setup, no API keys. -
1
ConnectWise - create onboarding ticket and populate client record
connectwise.com
WebRun opens ConnectWise to create onboarding ticket and populate client record. - Detect the new managed-services agreement in ConnectWise Manage
- Create an onboarding service ticket linked to the new client company record
- Populate the ticket with the onboarding checklist items: credential collection, network discovery, documentation, and first-check-in scheduling
- Assign the ticket to the designated onboarding engineer and set the initial priority
Done when An onboarding ticket is open in ConnectWise and assigned to the onboarding engineer.
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2
Gmail - draft the welcome email
gmail.com
WebRun opens Gmail to draft the welcome email. - Draft a warm welcome email to the primary client contact
- Include the onboarding engineer's name and contact details
- Outline the first three steps the client should expect in the coming days
- Leave the draft unsent for the account manager to review and personalize before sending
Done when A ready-to-review welcome email draft exists in Gmail for the new client.
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3
Slack - post the onboarding checklist to the team
slack.com
WebRun opens Slack to post the onboarding checklist to the team. - Post the onboarding checklist to the service-desk Slack channel, tagging the engineer and account manager
- Include the client name, agreement start date, contract tier, and key contacts
- List the first-week tasks: schedule intro call, collect credentials, run network discovery, create documentation
Done when The engineer and account manager have the onboarding checklist and client details in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send the welcome email to the new client automatically?
No. WebRun drafts the welcome email in Gmail and leaves it for the account manager to review and personalize before sending. Every first impression is approved by a human.
What gets created in ConnectWise when a new client is detected?
It creates a structured onboarding service ticket linked to the client company record, pre-populated with the standard onboarding checklist items and assigned to the onboarding engineer.
Can the onboarding checklist be customized?
Yes. The checklist steps in the ConnectWise ticket and the Slack post are built from a template you configure during setup, so they reflect your MSP's specific onboarding process.
Related templates
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