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Create onboarding tasks and tag contacts from payments

Create onboarding tasks and tag contacts from payments

Your onboarding stalls when approved payment emails go unprocessed and customers miss next-step tasks. Create onboarding tasks and trigger marketing sequences same day.

Create onboarding tasks and tag contacts from payments

Overview

When approved payment messages arrive, they should kick off onboarding work instead of sitting in an inbox. This flow extracts the payer email, creates CRM onboarding tasks, updates the lead record, and starts the customer campaign so support coordinators can act same day.

Create onboarding tasks and tag contacts from payments