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Update onboarding task and enroll payer after payment webhook

Update onboarding task and enroll payer after payment webhook

Your payment webhooks often don't update onboarding tasks, leaving coaches unassigned and onboarding stalled. Tasks and enrollments update automatically so coaches can be assigned same day.

Update onboarding task and enroll payer after payment webhook

Overview

When payments land, your onboarding process should move from billing to coach assignment without manual lookup. This flow converts each payment webhook into an updated onboarding task, contact record and enrollment so coaches can be assigned same day and onboarding starts without delay.

Update onboarding task and enroll payer after payment webhook