OnBrioClient Onboarding Automation
Automate the busywork. Focus on the work that matters.
Trigger onboarding sequences, invoice reminders, project kickoffs, and approval workflows automatically — based on events like contract signing, payment received, or milestone completion.
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What Automations in OnBrio gives you.
Event-based triggers
Build automations that fire on contract signed, payment received, milestone approved, or client portal activity. No code. No Zapier.
Full onboarding on autopilot
When a client signs, OnBrio automatically sends the portal invite, kick-off questionnaire, first invoice, and project task list — all within 60 seconds.
Recurring sequences
Set up recurring check-ins, monthly report reminders, renewal prompts, and payment follow-ups that run without you.
How it works.
1
Choose a trigger
Pick what starts the automation: contract signed, invoice paid, milestone approved, date reached, or manual trigger.
2
Define the actions
Add actions: send email, create project, invite to portal, generate invoice, create tasks, send notification.
3
Set conditions (optional)
Only run the automation for certain clients, project types, or plan tiers. Full conditional logic built in.
4
Activate and let it run
The automation runs in the background. You get notified when key actions complete. Manual override always available.
The old way vs OnBrio.
Stop duct-taping tools together.
The old way
OnBrio
Manually emailing portal invite after every signing
Portal invite sent automatically on contract sign
Setting calendar reminders to chase late invoices
Automatic payment reminders on your schedule
Creating project tasks manually after each new client
Task templates applied automatically at project start
Copying and sending kick-off emails for every new client
Kick-off sequence triggered automatically on sign
FAQ
Common questions.
OnBrio includes native automation without requiring Zapier. Built-in triggers cover the most common agency workflows — contract signed, payment received, milestone approved, and date-based events. A Zapier integration for custom third-party connections is on the roadmap.
OnBrio automations include: portal invite on contract sign, kick-off questionnaire delivery, first invoice generation, project task list creation, payment reminder sequences, milestone approval notifications, recurring check-in emails, and renewal prompts. You can combine actions into multi-step sequences.
Solo plan ($29/mo) includes up to 5 active automations. Agency plan ($69/mo) includes up to 25. Studio plan ($149/mo) includes unlimited automations and advanced conditional logic.
Automations are available on all OnBrio plans. The Solo plan ($29/mo) includes core onboarding and reminder automations. Agency ($69/mo) and Studio ($149/mo) add conditional logic, multi-step sequences, and team-level triggers.
Dubsado workflows are powerful but complex to configure and tied to Dubsado's form-heavy system. OnBrio automations are built around the same data you already use — proposals, contracts, invoices, and project milestones — so triggers fire based on real events rather than manual form submissions. Setup takes minutes, not days.
Automations that actually works for your team.
Free to start. No credit card. Full feature access.
Join waitlist→Earn 20% off your first payment