Add new direct debit members to the welcome list

Your Direct Debit mandates arrive without contact records, delaying welcome outreach and tying up membership coordinators. It adds members to your contact list so you can send welcome messages same day.

Overview

Direct Debit mandates often arrive without matching contact records, which stalls welcome outreach and burdens membership coordinators. This flow captures new member details into your contact list and central table automatically, enabling same-day welcome sequences and cleaner records for billing.