IT workflow to create client portal accounts on deal approval

IT admins miss portal invites when deals switch to authorized or paid, causing onboarding gaps. Automated creation and invites keep client records aligned so account ops start onboarding immediately.

Overview

Manual invites leave account ops scrambling and create onboarding gaps when deals hit authorized or paid. This workflow ensures client portal accounts are created and invited on status change, eliminating missed invites and keeping CRM and portal records aligned so account ops can start onboarding reliably.

Notable Features

Create client portal accounts automatically
Invite clients when deal status changes
Update CRM contact with portal link