COOs: populate contact form links when tag applied

COOs see onboarding stall when 'Add Missing Form Links' tags leave contact records incomplete, forcing agents to hunt for required forms. The workflow fills contact form-link fields after tagging, so ops and agents start onboarding within minutes.

Overview

Onboarding grinds to a halt when contact records miss required form links, delaying client projects and stressing agents. This workflow ensures contact records are populated the moment the tag is applied, eliminating manual lookups so ops and agents can begin onboarding without delay — operations teams report far fewer manual edits and follow-ups.

Notable Features

Populate custom form-link fields
Trigger on Add Missing Form Links tag
Notify ops and agents with links