Create onboarding project and notify the assigned onboarder
Create onboarding project and notify the assigned onboarder
Your customers' first payment method doesn't trigger onboarding projects, leaving coordinators without context. The project and owner alert are created so onboarding can begin the same day.
Overview
When a customer adds their first payment method, this flow creates the onboarding project and notifies the assigned specialist so work begins without manual handoffs. That reduces setup delays and ensures onboarding can start the same day.