Send completed onboarding step to operations and analytics
Send completed onboarding step to operations and analytics
Your onboarding steps finish without a clear handoff, leaving client tasks unassigned. Get structured handoffs so coordinators can begin campaign setup same day.
Overview
When a client finishes a key onboarding step, operations needs an immediate, reliable handoff to avoid manual follow-ups and kickoff delays. This flow delivers structured completion events to your downstream systems so coordinators and campaign managers can begin setup the same day.