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Create support task when client payment is received

Create support task when client payment is received

Client payments that post without a support task leave onboarding incomplete and coordination unclear. Assign tasks so support coordinators have client context and act the same day.

Create support task when client payment is received

Overview

When paid bookings arrive without a checklist, onboarding stalls and support staff scramble to find context; this flow turns each payment into a prioritized to-do so coordinators know what to do next. That reduces handoff friction and ensures teams can act the same day.

Create support task when client payment is received