Create onboarding tasks for new members after sale

New member signups arrive without tasks, so onboarding details sit unassigned and start dates slip. Create a scheduled onboarding task per sale so coordinators receive clear assignments same day.

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Overview

When new member sales arrive as raw payloads, onboarding work gets delayed by manual task creation and lost context. This workflow creates a templated, scheduled onboarding task for each sale so your Member Success coordinators can begin onboarding same day and avoid missed handoffs.