Send validated onboarding requests and notify ops channel
Send validated onboarding requests and notify ops channel
Your onboarding rows in the spreadsheet can leave payment partners waiting and stall POS integration. It sends the validated request email and alerts your project channel so setup proceeds same day.
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Overview
Manual handoffs for payment account transfers delay integrations and create missed setup windows. This flow sends the validated onboarding request to the partner and pings your project channel, so handoffs are visible and setups proceed same day.