Create onboarding deal when a subscription payment occurs
Create onboarding deal when a subscription payment occurs
You get subscription payments without a linked hiring record, so onboarding and compliance tasks stall. The flow creates a CRM deal and links the payer so HR can start checks same day.
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Overview
When subscription payments arrive unlinked to hiring records, onboarding and compliance work stalls and slows new hires. This flow converts each new subscription into a CRM hiring deal and attaches the payer so recruiting coordinators can begin checks the same day.