Engineering alert: trigger onboarding when contracts are signed

Onboarding coordinators miss signed contracts in form responses, causing delayed student starts. Private alerts send signatures to success staff so onboarding starts quickly.

Overview

Missed signatures stall student onboarding and force ops and engineering into manual triage. This workflow routes signed forms to success staff, creates follow-up tasks, and notifies the right people so onboarding begins without manual handoffs; customers report faster handoffs and reduced processing errors.

Notable Features

Send private staff alerts instantly
Create follow-up task in CRM
Attach contract details to record