How can an automation create a workspace and send a magic link?

Short answer

Owner CRM automations can be designed so an approved prospect creates a workspace account, then sends the admin a magic login link using mapped CRM fields.

Learn moreHow do CRM automations work?How do I reset or change account access?

Typical trigger

  • Use a status or group change such as Approved as the trigger.
  • Map the workspace name from the CRM column that holds the company or account name.
  • Map the admin email from the CRM column that should receive the login link.
Learn moreHow do CRM automations work?How do I reset or change account access?

Typical actions

  • Create the workspace account.
  • Create or assign the workspace admin user.
  • Send an email template that contains the generated workspace magic link.
Learn moreHow do I reset or change account access?How do CRM automations work?

Safety checks

  • Use stable column keys behind the scenes so renaming a column does not break the automation.
  • Keep email templates editable so the owner team can adjust onboarding language without changing code.
Learn moreHow do CRM automations work?

Related articles

How do CRM automations work?Learn moreHow do I reset or change account access?Learn more

Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.