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Create customer record and invite new paid subscribers

Create customer record and invite new paid subscribers

Your new subscription sales can miss onboarding records and course invites, causing manual follow-up and delays. The workflow creates a customer record and sends invites so members get access same day.

Create customer record and invite new paid subscribers

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Overview

When a paid subscription arrives, manual handoffs slow onboarding and frustrate new customers. This flow captures the subscriber, records payment and access dates, issues the community invite, and alerts ops so members gain access the same day.

Create customer record and invite new paid subscribers