Skip to content

Update new projects with company account data for onboarding

New projects miss company account details, so support reps lack context and onboarding stalls. Coordinators get enriched project context to begin onboarding same day.

Update new projects with company account data for onboarding

Workflow preview:

Zap details:

Overview

Projects created without account context create manual handoffs and slow onboarding. This workflow enriches each new project with the linked company and contact details so coordinators can act immediately and start onboarding same day.

Update new projects with company account data for onboarding