Add paid checkout to customer records and notify team
Add paid checkout to customer records and notify team
Your paid checkouts often arrive without a customer record or onboarding status, slowing fulfillment and support. Add customers to records and send onboarding emails so teams can act the same day.
Overview
When a customer completes a subscription checkout, this flow captures their details, updates your contact records, notifies the team, and sends a welcome email. That means operations and program coordinators can begin onboarding and fulfillment within minutes, not hours.