Create onboarding task for each new merchant agreement
Create onboarding task for each new merchant agreement
Your merchant agreement form updates sit untracked, delaying onboarding, provisioning, and prep for new locations. Coordinators can start tasks faster and complete setup before go-live.
Workflow preview:
Zap details:
Overview
When merchant agreements land as unprocessed form updates, onboarding stalls and launch dates slip. This flow converts each qualifying submission into a tracked onboarding item so coordinators can begin setup work within minutes and hit go-live targets.