Create a client record and send onboarding notice

New project client details that never reach your client table create onboarding gaps and leave reps without contact context. The flow adds the client and alerts owners so onboarding can start same day.

Overview

Manual client onboarding steps often start late because new project clients aren’t recorded centrally and owners aren’t alerted. This flow guarantees a canonical client entry and alerts the owner so onboarding can begin same day, improving response and reducing handoff friction.