Notify customer support ops about new direct-billed customers

Support ops miss direct-billed signups in billing feeds, risking onboarding gaps and billing disputes. Real-time alerts notify agents to confirm billing and begin onboarding so no signup is missed.

Overview

New direct-billed signups can slip through billing feeds and create onboarding gaps or disputes. This workflow routes every new direct-billed customer to support ops, creates an onboarding task, and flags billing concerns so agents verify accounts and begin onboarding immediately.

Notable Features

Notify support ops channels
Create onboarding task in helpdesk
Flag billing issues for review