Update dealer records and create welcome tasks in boards

Dealer subscription signups often miss board updates, leaving operations without status or onboarding context. Keep boards current and trigger a welcome task so coordinators can onboard dealers within minutes.

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Overview

If subscription signups aren’t flowing into your dealer boards, onboarding stalls and coordinators waste time reconciling data. Connect subscription events to your dealer board and auto-create a welcome task so coordinators can act within minutes and keep onboarding on schedule.