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Send autopay enrollment email for newly closed deals

Your signed deals lacking payment setup delay onboarding and keep accounts from going live. Get billing contacts the payment enrollment invite so billing and onboarding can finish setup same day.

Send autopay enrollment email for newly closed deals

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Overview

Signed contracts often stall when payment details are missing, delaying go-live and adding manual follow-up for revenue ops. This flow emails the billing contact within minutes of a signed stage so billing and onboarding can complete enrollment the same day and avoid manual chase.

Send autopay enrollment email for newly closed deals