Send welcome onboarding email and record membership intake

You receive new membership payments without a consistent welcome or intake record, delaying program handoffs. It creates a welcome email and intake record so coordinators can schedule within three days.

Overview

When a membership payment clears, program coordinators need a fast, personalized handoff to start engagement—manual steps slow outreach and scheduling. This flow sends a tailored welcome and logs intake automatically so coordinators can book calls within three days.