Skip to content
Log inSign up
Templates
Create enrollment task for security review request contacts

Create enrollment task for security review request contacts

You receive security review webhooks without an assigned owner, leaving customers unenrolled and follow-up stalled. Assign owners and create enrollment tasks so ops can start outreach same day.

Create enrollment task for security review request contacts

Overview

Incoming security review requests often arrive without a clear owner, stalling enrollment and outreach. This flow automatically assigns an owner and creates a task so marketing ops can enroll the customer and begin outreach the same day.

Create enrollment task for security review request contacts