Send first payment alert to assigned sales rep

You miss outreach when first payments aren't routed to the assigned rep, delaying onboarding and shipment checks. Get direct alerts so reps can confirm setup and contact customers the same day.

Overview

When a customer makes their first payment, the assigned rep must act quickly to confirm onboarding and shipment readiness. This workflow routes those payment events to the right rep instantly, enabling outreach and checks the same day to reduce missed handoffs.