Create partner onboarding tasks on stage change automatically

Your partner records change stage without follow-up, leaving KYC and integration work unassigned and delaying onboarding. Assigned checklist tasks reach coordinators so actions are completed same day.

Overview

Stage changes without follow-up leave KYC and integration work unassigned and slow partner onboarding. This flow creates templated checklist tasks and assigns owners the moment a record advances so partner success coordinators can close required steps the same day.