Notify onboarding team when deal goes out for signature

You miss prep time when deals move to Out for Signature, leaving account setup unprepared and causing provisioning delays. You'll get a clear alert so setup begins same day.

Workflow preview:

Zap details:

Overview

Deals that reach Out for Signature are the handoff moment for onboarding; missing that signal creates provisioning delays and frustrated customers. This workflow puts a clear, actionable alert in front of your support coordinators within minutes, so account setup can begin same day and handoffs occur smoothly.