Create customer account and add to nurture list
Create customer account and add to nurture list
Your completed checkouts without automated provisioning cause manual work and delayed invites. New customers receive account access and onboarding invites the same day.
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Overview
When payments clear, manual provisioning often leaves reps without context and customers waiting for access. This flow provisions accounts, grants access, tags contacts, and triggers onboarding invites so reps have context and customers get access same day.