Start onboarding for engineering when deals close won

Engineers mark deals closed-won without onboarding flags, causing handoff gaps. This triggers onboarding workflow and sends account context so operations and customer success start onboarding promptly.

Overview

Missed onboarding triggers create chaotic handoffs and frustrated customers when deals close. This workflow ensures closed-won, onboarding-flagged accounts spawn onboarding projects and alerts with full account context, eliminating missed handoffs so operations and customer success can begin onboarding with confidence.

Notable Features

Trigger onboarding on closed-won
Attach account context to tasks
Notify operations and customer success