Skip to content

Send new trial restaurant accounts to onboarding team before first billing

Your trial account rows arrive without referral or system flags, causing missed onboarding handoffs and delayed billing. Implementation leads get enriched contact details and alerts so onboarding can act before the next billing run.

Send new trial restaurant accounts to onboarding team before first billing

Workflow preview:

Zap details:

Send new trial restaurant accounts to onboarding team before first billing