Send new customer details to onboarding webhook for intake
Send new customer details to onboarding webhook for intake
Your new booking customer records sit only in scheduling, delaying welcome messages and technician prep. Get profiles forwarded to intake systems immediately so coordinators can prepare same day.
Overview
New booking customers frequently remain trapped in scheduling, causing welcome delays and unprepared technicians. This flow forwards profiles instantly to intake systems so client coordinators can start welcome, assignment, and billing tasks same day.