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Create billing record and onboarding task from signed form

Create billing record and onboarding task from signed form

Your signed authorization forms sitting unprocessed stall billing and delay client onboarding tasks. The workflow creates billing records and kickoff tasks so payments and setup proceed same day.

Create billing record and onboarding task from signed form

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Overview

When signed authorization forms pile up you slow down billing and onboarding, which delays cashflow and client readiness. This workflow converts each completed form into a billing customer and a tracked onboarding task so billing staff and coordinators can act the same day.

Create billing record and onboarding task from signed form