Prevent disabled accounts blocking ops manager onboarding

Ops managers miss disabled records flagged for invites, keeping customers locked out and delaying onboarding. This sends invites on qualifying updates so ops managers avoid manual follow-ups.

Overview

Disabled accounts stop customers from completing onboarding and create operational backlog. This workflow sends invites when records meet invite-ready criteria and alerts ops managers on failures, eliminating manual handoffs and reducing missed follow-ups.

Notable Features

Send account invites on qualifying updates
Filter for disabled, invite-ready records
Notify ops managers on failed sends