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Create registration blocker task and notify team owners

Create registration blocker task and notify team owners

Your onboarding registrations often miss a tracked blocker when state letters are expected, causing follow-ups to be missed. It creates a tracked task and alerts owners so documents are collected fast.

Create registration blocker task and notify team owners

Overview

Stop onboarding stalls caused by missing mailed state letters. This flow turns inbound task events into a tracked registration blocker with clear upload instructions and owner alerts, so coordinators surface and collect required documents same day.

Create registration blocker task and notify team owners