Create onboarding lead and ops row from payment

Your completed payments lack structured intake records and force manual follow-up and billing reconciliation delays. Create onboarding leads and a single ops row per payment so intake starts same day.

Workflow preview:

Zap details:

Overview

When payments land without a handoff, intake stalls and billing work piles up; this flow turns each completed payment into a routing-ready lead and a reconciliable ops row. Program coordinators and billing staff get consistent customer context so intake and reconciliation can begin same day.