Add closed deals to client roster sheet for follow-up

You delay onboarding when closed-deal data sits in external payloads, leaving program managers and billing without signed client details. Teams receive a client row to start onboarding same day.

Workflow preview:

Zap details:

Overview

When closed deals arrive as webhook submissions, manual entry becomes a bottleneck for onboarding and billing. This flow captures signed client details, cleans product entries, and posts a ready-to-action row so program managers can start onboarding and invoicing the same day.