Mark case closed and send client and referrer notices

Your referred intake notes tagged for closure leave deals open and cause redundant outreach or missed referral follow-up. You get closed-stage updates and client/referrer notices the same day.

Workflow preview:

Zap details:

Overview

When intake notes are tagged to close, this flow both notifies the contact and referral partner and moves the deal to a closed stage in your CRM. That eliminates duplicate outreach and ensures referrals and intake coordinators see closure the same day.