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Create onboarding records and notify staff for new subscriptions

Create onboarding records and notify staff for new subscriptions

Your new subscriptions lack a consistent record and onboarding task, leaving members unprovisioned. You get a single subscription record and queued onboarding task so members are set up the same day.

Create onboarding records and notify staff for new subscriptions

Overview

New paid subscriptions must turn into active members quickly to protect revenue and reduce manual work. This flow creates a searchable subscription record, queues an onboarding task, and notifies staff and customers so members are provisioned the same day.

Create onboarding records and notify staff for new subscriptions