Launch a Wrike onboarding project when a HubSpot deal closes won

By General Input

The second a deal flips to closed won, spin up the right Wrike onboarding project from a blueprint, fill it with deal context, and post the kickoff in Slack.

Integrations

  • HubSpot
  • Wrike
  • Slack Bot

Type

Agentic Task

Categories

  • Sales
  • Operations

Build me an agent workflow that kicks off a Wrike onboarding project every time a HubSpot deal moves to closed won.

Trigger: a HubSpot webhook for deal stage changes. When the deal stage updates to closed won (or a stage I configure), run the workflow. Use the deal ID from the webhook payload as the input to the rest of the run.

Step 1: Fetch the full deal from HubSpot using Get Deal. Include the standard deal properties (deal name, amount, close date, deal stage, pipeline, deal type, product line if present, owner / account exec, notes / description) and pull the associated primary company and primary contact (name and email).

Step 2: List Wrike folder blueprints with List Folder Blueprints. Pick the blueprint whose title best matches the deal's product line or deal type. If nothing is a confident match, fall back to a default onboarding blueprint that I configure during setup, and remember that a fallback was used so we can flag it later.

Step 3: Launch that blueprint with Launch Folder Blueprint Async under a configurable Wrike parent folder (the customer onboarding folder). Name the new project after the associated company on the deal. The launch is async, so poll the async job until it completes and capture the new folder / project ID and permalink.

Step 4: Drop a kickoff context block onto the new Wrike project using Create Folder Comment. The comment should include deal amount, close date, account exec / deal owner, primary contact name and email, company name, and the deal notes / description, formatted as a clear structured block that the services lead can scan.

Step 5: Post an announcement in a configurable Slack channel (the services team channel) using Slack Bot Send a Message. The message should announce the new customer, name the AE, link to the new Wrike project via the permalink, and call out which blueprint was used. If the fallback blueprint was used because no good match was found, prefix or tag the message so the services lead knows to verify the template choice.

Configurables I want to expose: the HubSpot pipeline / closed-won stage to watch, the deal property used to pick a blueprint (product line vs deal type vs custom), the mapping from that property's values to specific Wrike blueprint titles, the default fallback blueprint, the Wrike parent folder for new customer projects, the Slack channel for announcements, and which deal fields go into the kickoff comment.

If the deal is missing a primary contact or company, still launch the project but flag the missing fields in both the kickoff comment and the Slack message so the services team can fill them in.

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