For founders: route payments into CRM to start onboarding

Founders entering payments manually lose orders and delay reconciliations, creating fulfillment gaps and cash-flow confusion. So operations begin onboarding immediately, preventing missed orders.

Overview

Founders risk missed orders and reconciliation headaches when payments aren't recorded in their CRM. This workflow converts each payment into a CRM customer and order and kicks off onboarding and fulfillment, so operations act without manual entry and zero missed follow-ups.

Notable Features

Capture payment and customer details
Create CRM customer and order
Trigger onboarding and fulfillment workflows