Send onboarding messages after contract payment to clients
Send onboarding messages after contract payment to clients
Your paid contract records arrive without verified contact details, stalling onboarding and forcing manual outreach. Enable immediate welcome messages so customers receive next steps within minutes.
Overview
When paid contracts land without verified contact details, onboarding grinds to a halt and customers wait for next steps. This flow auto-routes the submission into the right messaging channel and notifies teams so customers get welcome instructions within minutes.