Skip to content
Log inSign up
Templates
Create onboarding contact when EIN is submitted by user

Create onboarding contact when EIN is submitted by user

You get EIN entries from signups that leave investor profiles incomplete and delay account activation. The contact is created or updated so onboarding and billing finish ahead of the first contribution.

Create onboarding contact when EIN is submitted by user

Overview

Incomplete investor profiles from signup EIN captures slow account activation and block billing readiness. This flow creates or updates the client contact and routes it to onboarding and billing so accounts can be prepared same day.

Create onboarding contact when EIN is submitted by user