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Update customer record and notify team on signature

Update customer record and notify team on signature

You miss onboarding context when signed contracts arrive, leaving account setup delayed. The workflow marks the customer record and notifies coordinators so provisioning starts same day.

Update customer record and notify team on signature

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Overview

Signed agreements often sit untriaged, stalling account setup and frustrating customers. This flow updates the customer record and alerts onboarding coordinators so provisioning begins the same day, removing manual checks and speeding time-to-first-use.

Update customer record and notify team on signature