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Create post-purchase tasks and add purchases to trackers

Create post-purchase tasks and add purchases to trackers

Your post-purchase activity isn't tracked, leaving coordinators to scramble and miss setup steps. It logs the sale, notifies your team, and creates post-purchase tasks so work begins same day.

Create post-purchase tasks and add purchases to trackers

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Overview

When paid orders skip your onboarding queue, new clients sit idle and coordinators spend time firefighting. This flow logs the sale, alerts the team, and spins up an assigned post-purchase task so setup begins the same day.

Create post-purchase tasks and add purchases to trackers