Notify team when client invite email is sent
Notify team when client invite email is sent
Client invite records updated with an email-sent timestamp create missed handoffs and onboarding backlog for coordinators. This sends a concise notification so coordinators can act within minutes.
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Overview
Onboarding coordinators often miss invite events because they rely on manual checks; that delays client setup and increases follow-ups. This flow sends immediate, contextual messages to the right channel so coordinators can triage new invites and start setup within minutes.