VP of product: start onboarding after invoice paid

VPs of product risk paid accounts sitting idle, causing activation delays and churn. This workflow updates account status to Onboarding when invoices are marked paid, ensuring onboarding and account teams start activation promptly.

Overview

Paid-but-idle accounts create activation gaps that slow adoption and increase churn risk for software products. This workflow ensures account lifecycle moves forward as soon as payment posts, handing off to onboarding without manual steps so activation starts promptly and manual handoffs are eliminated.

Notable Features

Update account status on payment
Filter eligible customer records
Notify onboarding and account teams