Notify your team of new client subscriptions by email

Your new subscription records often arrive without an immediate owner or context, slowing onboarding and client setup. This sends client and plan details to your team so onboarding can begin same day.

Overview

New subscriptions are high-value moments that need immediate ownership; without a fast handoff your small agency wastes onboarding momentum. This flow delivers client and plan details into the right inbox so coordinators can begin setup the same day and avoid delays before the first billing run.