Create partner account and update onboarding row fast

Signed partner contracts aren't linked to onboarding rows, causing manual account creation. This updates records, stores the signed PDF, and sends a welcome email so partners can be activated same day.

Workflow preview:

Zap details:

Overview

Manual handoffs after signed contracts slow partner activation and create duplicate work for coordinators. This flow converts a completed contract into a created account, saved contract PDF, and an updated onboarding row so partners are live and ready the same day.