Create onboarding simulation task from purchase status change
Create onboarding simulation task from purchase status change
Purchase status changes can leave onboarding without a simulation task, delaying scheduling. The flow creates a populated task and channel alert so coordinators can act same day.
Overview
When purchases move to a final status, manual task creation and missed context slow onboarding; this workflow creates the simulation task, updates onboarding records, and alerts the right channel. Coordinators get a populated task and file link so they can act within the same business day.