Skip to content

Notify owner of new pro when onboarding completes

Your pro onboarding flags update without owner alerts, leaving new accounts unprepared for setup and outreach. Get owners notified so they can begin setup and outreach same day.

Notify owner of new pro when onboarding completes

Workflow preview:

Zap details:

Overview

Onboarding flags often change without the owner knowing, which stalls setup and delays customer outreach. This sends immediate, contextual alerts to the assigned owner so CSMs can begin setup and outreach within minutes, keeping onboarding on schedule.

Notify owner of new pro when onboarding completes