Sales ops: send contract assignment notices to customers
Sales ops: send contract assignment notices to customers
Sales ops miss assignment emails when webhook events are handled manually, leaving obligors unsure who to pay. Automated assignment emails triggered by webhooks notify obligors so payment direction is clear.
Overview
Missed assignment notices confuse obligors and create payment risk. This workflow turns webhook events into immediate customer emails and internal alerts, ensuring support and collections communicate payment direction clearly and avoid missed collections.
Notable Features
- Send assignment emails on webhook
- Format contract details into message
- Notify support and collections instantly