Create customer and onboarding records from completed payments
Create customer and onboarding records from completed payments
Your new paid checkout sessions leave scattered customer and order data across tools, delaying provisioning and onboarding. You get consolidated customer records, orders, and an automatic welcome email same day.
Overview
Every completed checkout should immediately become a tracked onboarding item, not a manual ticket. This flow consolidates customer and order data, sends a welcome email, and triggers provisioning so members are ready same day. It eliminates manual handoffs and keeps project timelines predictable.