Keep ops provisioning new paid customers after purchase
Keep ops provisioning new paid customers after purchase
Operations coordinators miss provisioning when paid orders aren't flagged, creating onboarding backlogs. This routes paid purchases into your user-management flow so access is provisioned and onboarding begins.
Overview
Missed provisioning creates onboarding backlogs and frustrates new customers. This workflow converts every qualifying payment into a user record and onboarding task, eliminating manual handoffs and ensuring access is ready when customers arrive. Operations leaders gain faster handoffs and fewer provisioning errors.
Notable Features
- Create user accounts on payment
- Notify onboarding coordinators instantly
- Trigger access provisioning workflows