Create new client onboarding task and notify channel
Create new client onboarding task and notify channel
Your client intake webhook creates unstructured records that delay setup and campaign readiness. It creates an onboarding task and posts a team alert so owners start work same day.
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Overview
New client intake often arrives as messy payloads and marketing ops spends hours creating tasks and chasing owners. This flow turns each intake into a standardized onboarding task and a team alert so campaign managers can be assigned and start work the same day.