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Trigger bank account request and log campaign activity

Trigger bank account request and log campaign activity

Your checked event bank-account tasks lack a tracked request, leaving finance without onboarding details. Finance completes account setup faster, enabling payouts before the next reconciliation.

Trigger bank account request and log campaign activity

Overview

When event staff checks a bank-account task, finance should get a tracked request—not a manual follow-up. This flow kicks off the bank-account request and logs the campaign so finance can complete setup before the next reconciliation.

Trigger bank account request and log campaign activity