Send onboarding emails and update CRM after payment
Send onboarding emails and update CRM after payment
Paid invoices lack onboarding emails and CRM updates, causing project starts to stall. The workflow notifies owners, updates lead status to customer, and sends tiered welcome emails same day.
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Overview
When an invoice is paid, this flow converts that event into immediate onboarding momentum so projects don't wait on manual handoffs. It alerts payments and production, updates CRM status, and sends the correct welcome email so production can begin the same day.