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Create onboarding records and invites from paid orders

Create onboarding records and invites from paid orders

Your paid orders arrive without onboarding context, so coordinators miss setup steps and access is delayed. It creates records, notifies coordinators, and issues community invites same day.

Create onboarding records and invites from paid orders

Overview

Payments without onboarding context force coordinators into manual lookups and delay customer access. This flow captures payment details, updates records, sends community invites, and alerts coordinators so onboarding can begin the same day.

Create onboarding records and invites from paid orders