Send post-close checklist to client on won deal
Send post-close checklist to client on won deal
When a deal is marked Won, your post-sale checklist doesn't reach clients, leaving onboarding incomplete. Send the checklist automatically so required items are finished before the first installation.
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Zap details:
Overview
Closed deals should trigger immediate, predictable onboarding — not confusion. This flow sends a post-close checklist to the client and notifies ops so documents, payments, and next steps arrive before installation, usually within minutes of a Won update.