Send onboarding email when a client record closes

Your closed client issues miss timely outreach, leaving new owners without onboarding context or clear next steps. Clients get onboarding steps automatically the same day.

Overview

Manual post-close outreach often slips, stalling onboarding and frustrating new owners. This flow sends a personalized next-steps email as soon as a record closes and avoids duplicate sends, so your onboarding coordinators can act same day.