Skip to content
Create customer payment folders for onboarding specialists before billing

Create customer payment folders for onboarding specialists before billing

Your new deal records land without a dedicated folder, causing delayed onboarding and verification. Onboarding specialists receive a shared folder link on the deal so billing prep completes before the next billing run.

Create customer payment folders for onboarding specialists before billing

Workflow preview:

Zap details:

Create customer payment folders for onboarding specialists before billing