Skip to content
Send access code and onboarding email to customers

Send access code and onboarding email to customers

Your contract payments and access-code delivery require manual emails, leaving customers unable to enter and creating support work. Customers get entry the same day.

Send access code and onboarding email to customers

Workflow preview:

Zap details:

Overview

If access codes and signed contracts are handled manually, customers can be locked out and your support team is overloaded. This flow turns incoming payment and contract webhooks into immediate, templated onboarding emails and sheet records so customers get same-day access and operations has a clear audit trail.

Send access code and onboarding email to customers