Create first-time client records and send welcome messages
Create first-time client records and send welcome messages
Your new client signups arrive unstructured, delaying contact capture and task setup. This builds client records, notifies your team, and sends welcome email and SMS so onboarding starts same day.
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Overview
Stop losing momentum when first-time clients sign up. This flow converts signup webhooks into full contact records, alerts your team, and issues a welcome email and SMS so onboarding begins same day. That means faster handoffs and fewer missed follow-ups.