Send team alerts and handover requests on acceptance
Send team alerts and handover requests on acceptance
Accepted proposals without handovers leave onboarding teams missing context and delay project starts. The workflow delivers acceptance details and a 24-hour handover request so onboarding can start same day.
Workflow preview:
Zap details:
Overview
When proposals are accepted, onboarding often stalls because critical details never reach the right people; this flow delivers acceptance context and a 24-hour handover request so account managers and operations can start setup the same day. That keeps new projects moving and reduces back-and-forth during the first 24 hours.