Create onboarding trigger for new user signups instantly
Create onboarding trigger for new user signups instantly
When new user signups arrive unrouted, your onboarding work stalls and coordinators miss setup details. The flow starts intake and assigns setup tasks so coordinators act the same day.
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Overview
Unrouted signups create manual work and delay first contact, which hurts onboarding momentum. This flow forwards every qualifying signup into your onboarding pipeline and starts setup tasks so coordinators can act the same day.