Create merchant record from deals moved to approved
Create merchant record from deals moved to approved
Your merchant onboarding records are incomplete when deals hit the required stage, causing funding and reconciliation delays for billing team. Profiles are ready for payouts and reconciliation same day.
Overview
When an approved deal reaches the configured stage, merchant setup often stalls and billing can't schedule payouts. This flow creates the merchant profile and alerts billing within minutes so funding and reconciliation proceed same day.