Create onboarding project and notify team on order
Create onboarding project and notify team on order
Your onboarding projects don't exist when deals move to order, leaving coordinators without kickoff context. Create a project record and alert the team so setup starts same day.
Overview
When deals reach the order stage, manual intake slows onboarding and risks missed handoffs. This flow creates a complete project record and pings the onboarding channel so coordinators can begin setup same day and reduce time-to-first-action.