Help IT ensure review invites after loan task triggers

IT admins miss loan task triggers and review invites go unsent, costing marketing verified feedback. Send review invites when the trigger updates so marketing solicits feedback within minutes.

Overview

Unsent review invitations cost marketing verified feedback and weaken social proof. This workflow lets IT trigger outreach from loan task updates so invites go out on transaction completion, reducing missed invitations and giving marketing reliable review capture.

Notable Features

Send review invites on trigger
Extract email from custom field
Record invites in central spreadsheet