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Create onboarding task when customer checklist is not submitted

Create onboarding task when customer checklist is not submitted

Your onboarding checklists go unsubmitted, leaving customer setups untracked and causing delayed go-lives. The workflow creates assigned tasks so CSMs can follow up and finish setup same day.

Create onboarding task when customer checklist is not submitted

Overview

When onboarding checklists are skipped, customer setups stall and delivery timelines slide. This flow converts those contact events into assigned onboarding tasks routed to the right owner, so CSMs can close missing items and finish setup same day.

Create onboarding task when customer checklist is not submitted