Pre-generated external customer id (cust_…); also the workflow id.
OptionalmonthlyOptional AUTO monthly FIXED platform fee (MOVEUSD), configured once the Operating account exists.
No actor travels with it: the audit entry for an onboarding-set fee is
recorded by the dashboard action that starts this workflow, which is the
only place that knows who asked. See lib/adminActivities.ts.
Primary-organization inputs, derived from the AiPrise profile in the
action. customerId / isMainOrg / relatedPeople are supplied by the
workflow itself.
verificationProfileId is REQUIRED here even though
OrganizationService.create takes it as optional: the org-api path can
create an org that AiPrise has not seen yet and let the async verify()
catch up, but onboarding cannot. It gates on the profile being APPROVED so
the primary org is ACTIVE at insert time — there is no profile to check
without an id.
PropelAuth workspace inputs.
Control persons / beneficial owners for the primary org. Required — at
least one CONTROL person (validateCustomerOnboardingInput rejects
otherwise, before any write).
Slack bot + events-channel ids.
Customer-record inputs (mirrors the synchronous form fields).