Trigger onboarding webhook on project task marked complete
Trigger onboarding webhook on project task marked complete
Your onboarding tasks marked complete without a handoff leave coordinators unsure and delay client follow-ups. Enable immediate handoffs so coordinators can begin outreach same day.
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Overview
When completed onboarding tasks don't signal the next step, coordinators wait and clients slip through handoffs. This flow delivers an immediate webhook handoff so coordinators can begin outreach the same day and avoid manual follow-up delays.