A submitted onboarding form can still leave someone creating folders, copying project details and finding the right delivery owner. Norml scopes a Make workflow around your approval point, so a complete, approved intake creates the agreed setup and records what succeeded. Your team keeps control of who becomes an active client and what they can access.
The form, approval record and project identity need to agree before setup begins. We define that contract using your WordPress form plugin and accounts.
Check the fields needed to name the project, identify the client, select the service and assign an owner. A general enquiry or partially completed form stays outside the onboarding workflow. The WordPress connection alone does not provide a trigger for every form plugin.
Map approved intake details into ClickUp tasks or a scoped project structure, then create or match the Google Drive folder. We confirm the connector actions available for your chosen structure before promising template-based setup.
Save the intake identifier alongside the created task and folder IDs. If folder creation succeeds but a ClickUp step fails, the recovery path reuses that folder. A repeated submission does not automatically create a second project.
Agree whether a returning client receives a new project or an update to existing work. An email address alone cannot distinguish two separate engagements. Supply a project reference and a rule for corrected submissions.
Choose the internal Drive location, ClickUp workspace and responsible owner. Public folder links, client invitations, welcome emails and document generation require their own approved scope; creating a folder does not authorize sharing it.
Review one complete intake and one incomplete example. Document who approves it, where that approval is recorded and which changes require another review.
Verify plugin support and permissions, then test the field mappings with non-client examples. Check that project naming, ownership and folder placement match your operating rules.
Repeat an event and interrupt setup between systems. Verify that the existing records are reused, exceptions reach a named person and your team can inspect the run without starting onboarding again.