Send bookkeeping onboarding email and notify operations team
Send bookkeeping onboarding email and notify operations team
Your onboarding form responses arrive untriaged, delaying access and setup for new contractor clients. It sends a client onboarding email and alerts your team so work can begin the same day.
Overview
When onboarding submissions sit untriaged, account access and setup slip and clients wait to get started. This flow sends a tailored onboarding email to the client and alerts your team within minutes so bookkeepers can begin setup the same day.