Create onboarding deal and send welcome email to client

Your paid onboarding invoice items leave customers untracked and force manual handoffs between billing and onboarding coordinators. You get a CRM deal and welcome email sent within minutes.

Overview

When a paid onboarding invoice item appears, this flow captures the sale, logs a CRM deal, and sends a welcome email so onboarding coordinators and sales reps can act immediately. Expect customers contacted and deals logged within minutes, reducing manual handoffs and missed sessions.