*Workflows › Reference › Templates › Customers and contacts*

# Create a customer in Filmo and prepare their welcome

> Enter the customer's details to create their record and address in Filmo, open a call task and send them a welcome email. Requires a connected mailbox.

## At a glance

| Property | Value |
| --- | --- |
| Category | Customers and contacts |
| Starts with | Manual run |
| Integrations used | Email |
| Steps | 3 |

## Steps

The template builds these steps; open each one to see how it is configured.

| # | Step | Description | Branch |
| --- | --- | --- | --- |
| 1 | Create contact | Create the contact with their address |  |
| 2 | Create task | Open the welcome call |  |
| 3 | Send email | Send the welcome email |  |

TEMPLATE `quick-contact-onboarding`

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Canonical URL: https://docs.filmo.io/workflows/reference/templates/quick-contact-onboarding  
Last updated: 2026-10-25