IT: create onboarding tickets when deals move to new customer

IT admins see closed deals stall during handoffs, causing delayed customer setup and SLA risk. Create onboarding tickets with customer details so ops can start setup without handoffs.

Overview

Closed deals that stall in handoffs create onboarding delays and SLA risk for IT. This workflow routes every closed deal into a standardized onboarding ticket with customer details and an ops notification, ensuring onboarding begins without manual handoffs and preventing missed setup steps.

Notable Features

Create onboarding tickets from deal updates
Populate tasks with standardized customer details
Alert ops channel and assign owners