Keep business owners' portal records accurate after contact updates

Business owners miss Firebase flag updates, causing inconsistent portal access and provisioning rework. It creates portal records when the Firebase flag is set, so account teams avoid manual provisioning.

Overview

Manual provisioning causes inconsistent customer access and creates avoidable rework for account teams. This workflow turns a board flag into a portal record and a provisioning alert, eliminating manual handoffs so account teams report fewer provisioning errors and faster handoffs.

Notable Features

Create portal records on flag change
Pull contact details from your board
Notify account teams for provisioning