Create client projects and tasks from payment records
Create client projects and tasks from payment records
Your payment records lack consistent project setup, delaying client onboarding and task assignment. Automated project and task creation gives coordinators ready work the same day.
Overview
When a client payment is recorded, this flow removes manual setup by creating the project and initial tasks automatically so account managers can start delivery immediately. The team receives a ready project and assigned next steps within minutes, eliminating handoff lag and accelerating onboarding.