Keep engineering alerted when trade tags prompt account setup

Engineers miss trade tags like Trade_Approved or Trade_Rejected, causing onboarding bottlenecks. Internal alerts tell engineers to link locations or recreate companies, preventing onboarding delays.

Overview

Missed trade tags create onboarding bottlenecks and stall account setup, exposing the business to unhappy new customers. This workflow routes Trade_Approved and Trade_Rejected tag changes into actionable alerts for engineering so locations get linked and companies are created before onboarding stalls. The result is cleaner handoffs, eliminated missed follow-ups, and a visible audit trail for ops and engineering.

Notable Features

Notify engineers on tag change
Prompt engineers to link locations
Create company record when missing