Add paid customers to onboarding list and notify team
Add paid customers to onboarding list and notify team
You miss contact context when Stripe payments arrive without linked records, stalling client onboarding and billing reconciliation. Capture contact and payment details to start onboarding same day.
Overview
When payments arrive without linked contacts, onboarding and billing stall and your team wastes time reconciling records. This flow captures payer details, creates a contact with a payment note, pushes the record into your intake queue, and alerts staff for missing emails so cases begin same day.