Skip to content
Log inSign up
Templates
Create a new customer onboarding item from payment

Create a new customer onboarding item from payment

Your payment receipts lack onboarding context, leaving program coordinators unable to start client setup. It creates a customer item and notifies your team so onboarding starts same day.

Create a new customer onboarding item from payment

Overview

Payments without context force coordinators to chase details and delay client setup. This flow captures each completed payment into your operations board and surfaces the customer record so onboarding and billing reconciliation start the same day.

Create a new customer onboarding item from payment