How to Use Webflow Logic to Automate Client Onboarding Workflows

What Is Webflow Logic?

Webflow Logic is Webflow’s native workflow automation tool.
It lets you create “flows” triggered by:

• Form submissions
• CMS changes
• E-commerce events
• Custom API calls

These flows can take actions such as:

• Creating or updating CMS items
• Sending emails
• Triggering conditional logic
• Calling external webhooks
• Assigning tasks inside your internal workflow

In short: It’s automation without leaving Webflow.

Step-by-Step: Automating Client Onboarding in Webflow

Create a Dedicated Client Intake Form

Start with a clean, structured form. Include fields like:

• Client name
• Email
• Company name
• Project type
• Budget range
• Project goals
• Website URL
• Timeline expectations

This form will trigger your Logic flow once submitted.

Trigger a New Flow in Webflow Logic

Go to:
Project Settings → Logic → New Flow → Form Submission Trigger

Select your client intake form as the trigger.

Now your automation starts whenever a new potential client submits info.

Send an Automated Confirmation Email

Use “Send Email” action in Logic.

Include:

• A thank-you message
• A summary of what happens next
• A link to your calendar (via Calendly or TidyCal)
• Optional: A link to download your pricing guide

Example email:
"Thanks for your interest! We’ve received your project details and will review them shortly. Meanwhile, feel free to book a call here…"

This creates a polished, professional first impression.

Auto-Create a CMS Record for Each Client

Create a CMS Collection called “Leads” or “Client Submissions.”

Use Action → Create CMS Item
Map the submitted form fields to CMS fields.

Why this matters:

• Everything stays organized
• You can track lead stages
• You can build dashboards on the front end
• Easy filtering for “new,” “in review,” or “qualified”

Use Conditional Branching to Pre-Qualify Clients

This is where Logic becomes powerful.

Add a Conditional Branch such as:

• If budget < $500 → Send polite decline message
• If project type = “E-commerce” → Route to your e-commerce specialist
• If urgent timeline → Tag as high priority in CMS

Example logic:
If budget is below your minimum → Send template email saying you’re not the best fit but offering referrals.

This saves emotional labor and filters out low-quality leads automatically.

Trigger Internal Notifications

Use Logic’s Send Email again to notify your internal team or yourself.

Example:

Subject: New Client Lead – $3k Budget
Message: Includes all form fields so your team can review instantly.

You can also send notifications to Slack or Notion via webhook calls.

Integrate with External Tools (Optional)

Webflow Logic supports outgoing webhooks  meaning you can plug into:

• HubSpot
• Notion
• Slack
• Monday.com
• Google Sheets
• CRM tools
• Billing platforms (e.g., Stripe)**

Examples:

Webhook 1: Create a new CRM contact
Webhook 2: Auto-create a Notion project card
Webhook 3: Add them to an onboarding email sequence

This is where automation becomes a full system.

A Fully Automated Onboarding System

Once the workflow is set up, this entire process happens automatically:

1. Client fills the intake form
2. They instantly receive a confirmation email
3. Your CMS stores their info
4. Your team gets notified
5. Clients are pre-qualified
6. Your external tools sync data
7. A call is booked faster
8. You save 1–3 hours per lead

Your agency looks professional, clients get a smooth experience, and you gain time to focus on actual work.

Webflow Logic is becoming one of the most powerful tools for agencies using Webflow in 2025 and beyond.
If you set up onboarding automation the right way, you can:

• eliminate repetitive tasks,
• standardize lead handling,
• improve client experience,
• and scale your business without extra people