Create onboarding and billing records for new purchases
Create onboarding and billing records for new purchases
New program purchases lack structured intake, causing missed onboarding steps and scattered billing records. It creates contact, contract, invite, and email records so onboarding completes same day.
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Overview
When purchases come in as raw webhooks they often create fragmented records and manual follow-ups. This flow gives program coordinators and billing staff a single, consistent intake per purchase so contracts, community access, and ledger rows exist within minutes and onboarding finishes same day.