Create onboarding project when deal moves to onboarding

Items hit onboarding status with no project, leaving onboarding coordinators lacking kickoff dates and account context. It creates a filled onboarding project so your support team can start the same day.

Overview

When deals move to the onboarding stage, coordinators often wait for a project to be created manually, delaying kickoffs. This flow builds a populated onboarding project automatically and writes the project reference back to the pipeline so your team can run kickoffs the same day.