Skip to content
Log inSign up
Templates
Create program intake records from new invoices for ops

Create program intake records from new invoices for ops

Your checkout invoices for program SKUs lack intake data, delaying onboarding and campaign context. Record qualifying purchases into intake records so coordinators can begin onboarding same day.

Create program intake records from new invoices for ops

Overview

When qualifying purchases bypass manual intake, onboarding and campaign follow-up stall and require time-consuming lookups. This flow captures invoice events and generates intake records so coordinators can start onboarding and outreach the same day.

Create program intake records from new invoices for ops