Create onboarding ticket and welcome email after payment

Your paid, signed agreements sit unprocessed, delaying provisioning and invoices for new customers. Start onboarding tasks and send a welcome email so coordinators can act within minutes.

Overview

Manual handoffs after payment create provisioning gaps and billing friction. This flow logs the sale, spins up an onboarding ticket, and sends a welcome email so success coordinators can begin provisioning within minutes and billing stays on schedule.