Issue access tokens and send welcome after payment

Reconciled payment rows left in your sheet delay referred customers getting access and welcome messaging. The workflow issues tokens and sends a welcome so customers receive access within minutes.

Issue access tokens and send welcome after payment

Overview

Reconciled payments should trigger onboarding immediately, not sit waiting for manual work. This workflow issues access tokens and fires a welcome message within minutes so referred customers activate and your coordinators avoid manual follow-up.

Issue access tokens and send welcome after payment