Notify revenue and customer success of first ACT payment

Operations coordinators miss first-paid ACT purchases in billing feeds, causing missed acknowledgements and delayed onboarding. Alerts notify revenue and customer success so handoffs start quickly.

Overview

Missed first payments create delayed onboarding and awkward handoffs that risk churn and revenue leakage. This workflow routes every first-paid ACT purchase to revenue and customer success and creates onboarding tasks so owners act immediately. The result is fewer manual follow-ups and consistent handoffs that protect the customer experience.

Notable Features

Notify revenue and customer success
Flag first paid ACT customers
Create onboarding task for owners