Send onboarding payload when a setup activity opens
Send onboarding payload when a setup activity opens
When setup notes sit in your CRM, your onboarding team misses credentials, links, and owner context that delay provisioning. You get a structured handoff so provisioning can start same day.
Overview
When setup activities lack structured handoffs, provisioning stalls and onboarding costs rise. This flow captures the activity, formats notes, finds the owner, and delivers a ready-to-consume payload so provisioning can begin same day.