Create onboarding row for closed contracts in sheet

You miss operational context when won accounts aren't added to onboarding records, slowing dispatch and invoicing. Adds complete customer rows so dispatch and billing act same day.

Workflow preview:

Zap details:

Overview

When closed deals aren't routed into onboarding records, dispatch and billing teams scramble and revenue recognition slows. This flow captures the lead and contact, standardizes dates, and creates a single onboarding row so operations can plan and invoice the customer same day.