Engineering: create onboarding tickets when join-fee payments complete
Engineering: create onboarding tickets when join-fee payments complete
Engineering verifies join-fee payments manually, leaving onboarding coordinators unsure and stalling transfers. Create onboarding tickets for paid orders so coordinators start transfers immediately.
Overview
Onboarding coordinators get delayed when engineers must verify payments manually, which stalls transfers and frustrates customers. Convert each successful Stripe payment into a ticket or task so coordinators receive payment details and contact info to begin transfers without manual checks, enabling faster handoffs and fewer missed confirmations.
Notable Features
- Create ticket with payment details
- Assign task to onboarding coordinator
- Notify coordinators via Slack or email