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Create client record and notify team on signature

Create client record and notify team on signature

Your signed quotes arrive without client records, leaving onboarding and billing stalled. The workflow creates client entries and sends push alerts so coordinators can begin onboarding same day.

Create client record and notify team on signature

Overview

Signed quotes often arrive as disconnected events, leaving coordinators and billing teams scrambling. This flow captures signer details into your client database and pushes immediate alerts so onboarding and invoicing can begin within minutes.

Create client record and notify team on signature