Create onboarding ticket and org record on approval

Your approved underwriting records don't trigger onboarding, leaving merchants unboarded and reps waiting. Create tickets and org records to start boarding immediately, so merchants begin same day.

Overview

When underwriting marks an application approved, this flow creates the onboarding ticket, sets up the customer organization, and posts a summary to your ops channel so onboarding can begin within minutes. That removes manual handoffs and accelerates merchant time-to-activation.