Project Management · Productivity

When user added to team in Zoho WorkDrive, create onboarding checklist in ClickUp and send welcome via Email SMTP

When a user is added to a Zoho WorkDrive team, FlowMattic builds an onboarding checklist in ClickUp and sends a welcome email over SMTP, so new teammates are set up from day one.

Zoho WorkDrive ClickUp

ClickUp

Email

~5 min setup used by 2.7k sites

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Free · import into FlowMattic in one click

How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

Zoho WorkDrive → ClickUp → Email

3 steps

TRIGGER

Zoho WorkDrive · User Added to Team

The workflow starts automatically when a user is added to the WorkDrive team in Zoho WorkDrive. FlowMattic captures that data for the steps below.

ACTION

ClickUp · Create Checklist

ClickUp — creates a new checklist. Data is mapped from earlier steps; connect your ClickUp account on import.

ACTION

Email · Send Email

Email — send an email using built-in WP mail function or custom SMTP. Data is mapped from earlier steps; connect your Email account on import.

Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

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