Trigger client onboarding workflow when contact receives tag
Trigger client onboarding workflow when contact receives tag
Your contact updates with onboarding tags can stall new client setups and leave program coordinators without context. It starts onboarding tasks and routes client context to coordinators the same day.
Overview
When a contact is tagged for onboarding, coordinators often wait for a manual handoff and lose precious setup time. This flow starts the onboarding sequence and delivers contact context to the right people within minutes, ensuring first-week tasks begin the same day.