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Create a user from a contact

Create a user from a contact creates a Business App user from an existing CRM contact record. Use it to automatically give contacts access to Business App when they're qualified, onboarded, or reach a specific stage in your workflow. This action is available on contact-scoped triggers.

How it works​

  1. The automation reaches the Create a user from a contact step with a contact in scope
  2. The step creates a new Business App user using the contact's details (name, email)
  3. The user is associated with the contact's account
  4. The onboarding email is sent to that user
  5. The automation continues to the next step

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Users, select Create a user from a contact
  3. Select Send Onboarding Email. Preview email shows what the new user receives.
  4. Optional: add a Custom introductory message, up to 1000 characters, placed at the top of the email

The contact currently in scope supplies the user's details, so nothing else needs configuring.

info

The onboarding email is sent whenever a user is created on an account, so the new user hears from Business App either way. The controls here let you preview the email and add a greeting to it.

Outputs​

This action produces no outputs available to downstream steps.