Keep project managers ready when payment status becomes confirmed

Project managers miss handoffs when payment confirmations go unseen, delaying onboarding and risking client churn. Instant alerts notify project managers and ops so onboarding begins.

Overview

Missed payment confirmations stall onboarding and frustrate clients. This workflow routes confirmed payments into notifications, creates a project chatroom, and spins up onboarding tasks so handoffs happen reliably, with users reporting faster handoffs and fewer missed follow-ups.

Notable Features

Notify stakeholders on status change
Create project chatrooms instantly
Assign onboarding checklist to delivery