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Create onboarding task and record for new purchase

Create onboarding task and record for new purchase

Your paid purchase emails sit untracked, delaying Slack invites and billing prep. It creates an onboarding task and logs the sale so coordinators can invite and bill clients same day.

Create onboarding task and record for new purchase

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Overview

When paid clients slip through inboxes, invites and billing slow down and coordinators scramble. This flow captures each purchase email, creates an onboarding task, and logs the sale so your team can invite and bill the client same day.

Create onboarding task and record for new purchase