Create onboarding kickoff and ledger request from contract
Create onboarding kickoff and ledger request from contract
Your contract form submissions miss structured client and billing fields, slowing onboarding. It builds a full intake payload and triggers onboarding and ledger processing so clients start setup same day.
Overview
Signed-contract submissions are frequently incomplete or disjointed, which stalls client setup and delays billing. This flow consolidates form answers, enriches them with deal and personnel lookups, and immediately triggers onboarding and ledger intake so client services and billing can act same day.