Notify staff and clients when agreement is signed
Notify staff and clients when agreement is signed
Signed assessment webhooks without a linked client record leave schedulers hunting for signatures and stall bookings. This sends confirmations and updates so scheduling resumes within minutes.
Overview
Signed agreements should trigger action, not manual digging. This workflow captures the incoming agreement webhook, notifies customer care and the client, and updates the client record so scheduling moves forward within minutes. It removes manual handoffs and accelerates onboarding.