Create support notification for new member import requests
Create support notification for new member import requests
You miss import and migration requests from new members, delaying account setup and billing readiness. The workflow alerts your support specialists immediately so requests are picked up the same day.
Overview
When members request imports or migrations, those flags often get missed and onboarding stalls. This workflow routes those requests directly to your support specialists so follow-up begins within minutes and same-day intake is achievable.