Add onboarding tag and alert intake team for new orders

You receive qualifying purchases without tags, so contacts miss onboarding context and coordinators lack buyer info. It applies the onboarding tag and alerts intake so setup happens the same day.

Overview

When qualifying purchases bypass your marketing stack, onboarding stalls and coordinators waste time chasing details. This flow ensures buyers get an onboarding tag and intake receives an order summary, so your team can begin onboarding the same day.