Post active portal user alerts to team channel

You lack starter context when advisor portal activations aren't flagged, delaying setup and initial outreach. You get immediate, link-rich alerts so onboarding can triage and start outreach same day.

Overview

When advisor portal accounts flip to active, onboarding needs context immediately to avoid delays. This flow delivers a link-rich alert to your alerts channel and pings the record owner within minutes so onboarding can triage and start outreach the same day.