Create onboarding tasks for new course and VIP orders

You get paid course and membership orders without a handoff, so onboarding tasks go unassigned and members wait for access. Assigned tasks include owner and due date so setup completes same day.

Workflow preview:

Zap details:

Overview

Manual handoffs for paid enrollments create delays and inconsistent welcomes that frustrate members. This flow converts qualifying purchases into ready-to-act onboarding tasks with owner, due date, and channel context so coordinators can complete setup the same day.