Update onboarding board and notify team when signed

Your onboarding agreements arrive unsigned or untracked, delaying account kickoffs and causing missed handoffs. Signed envelopes are logged and your team is notified so work starts same day.

Update onboarding board and notify team when signed

Overview

When signed onboarding packets aren't tracked, account managers waste time chasing paperwork and kickoffs stall. This flow records signed envelopes on your project board and notifies coordinators so work can begin same day. It cuts manual follow-ups and ensures predictable handoffs before campaigns launch.

Update onboarding board and notify team when signed