Create onboarding records from qualified deal stage changes

Your deals moved into the onboarding stage often lack company onboarding details, causing setup delays and manual lookups. The workflow creates intake rows so coordinators can start setup same day.

Overview

Deals that reach onboarding often require manual lookups that slow handoffs and tie up coordinators. This flow captures deal and company details into a single intake row so onboarding coordinators and account managers can begin setup the same day, reducing manual triage for IT-managed processes.