Create onboarding task and notify teams after sign-off
Create onboarding task and notify teams after sign-off
Client sign-offs often leave intake and billing out of sync, causing onboarding delays. It creates a project task, notifies account and finance owners, and emails the client so onboarding starts same day.
Workflow preview:
Zap details:
Overview
When a client signs your proposal, this flow turns that event into a tracked project item, finance notice and client confirmation so no one misses a handoff. Teams get the right context within minutes and account managers can begin onboarding the same day.