Add new product buyers to your client database

Your buyers' purchase records often don't reach the client database, delaying onboarding and billing. Add each buyer to your client base so onboarding tasks and welcome messages start the same day.

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Overview

When buyer purchases don't reach your client base, onboarding stalls and billing reconciliation slips. This flow captures each qualifying purchase, formats the transaction date, and creates an active client record so program coordinators can start onboarding and send welcome messages the same day.