Create onboarding tasks from welcome call webhook
Create onboarding tasks from welcome call webhook
Welcome call hooks arrive unstructured, leaving CSMs without assigned next steps or due dates. It creates and assigns dated onboarding tasks so CSMs can act the same day.
Overview
Raw welcome-call hooks make onboarding brittle and slow; your CSMs lose visibility and follow-ups fall through the cracks. This workflow parses bookings, creates a dated onboarding task, and routes ownership to the right CSM so handoffs are completed and work items are visible the same day.