Mark onboarding complete in client database from webhook
Mark onboarding complete in client database from webhook
Your client onboarding records go out of sync when intake confirmations aren't logged, delaying project setup and invoicing. Get records updated so coordinators can begin setup and billing same day.
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Overview
Incoming onboarding confirmations should immediately update client records so coordinators and account managers can start work and invoicing without delay. This flow removes a manual handoff and gets projects into setup and billing the same day.