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Create subscription records and send payment setup email

Create subscription records and send payment setup email

Signed contracts arrive without deal records or payment links, causing onboarding delays and manual follow-ups. New deals and payment setup emails are created automatically, speeding onboarding same day.

Create subscription records and send payment setup email

Overview

Signed agreements should trigger deal creation and a payment request automatically, removing manual handoffs that slow onboarding. Deploying this flow gives support ops and onboarding coordinators a same-day handoff and fewer follow-ups before first payment.

Create subscription records and send payment setup email