Onboardly – Automate onboarding from payment to activation

Summary: Onboardly automates client onboarding by connecting payment platforms like Stripe and PayPal to your existing tools. It creates Drive folders, updates Google Sheets, sends welcome emails, notifies your team, and generates Discord invites, streamlining activation without shared workflows or Zapier limits.

What it does

Onboardly triggers automated workflows after each payment, managing folder creation, client data updates, email communication, team notifications, and Discord invitations using your own tools.

Who it's for

It is designed for creators, coaches, and course sellers who handle client onboarding.

Why it matters

It eliminates manual onboarding tasks, saving time by automating repetitive steps from payment to client activation.