Skip to content
Create store onboarding records for onboarding specialists before handoff

Create store onboarding records for onboarding specialists before handoff

Your onboarding quiz completions arrive untracked, causing delayed merchant handoffs and missed setup windows. Onboarding specialists receive enriched store records and an alert so setups finish before the next workday.

Create store onboarding records for onboarding specialists before handoff

Workflow preview:

Zap details:

Create store onboarding records for onboarding specialists before handoff