Add support code to org record and notify requester

Your support-code form submissions lack CRM context, forcing manual lookups and slowing partner onboarding. You add the code to the org record and email the requester for same-day access.

Overview

When clinics and healthcare partners request support-site access, your team spends time hunting for codes and updating CRM records manually. This flow writes the code to the organization record, pins a dated note with requester context, and emails the requester so account managers can complete onboarding same day.