Send account unlocked notice and log support case

Unlocked balances in your sheet may go uncommunicated, leaving customers without access and agents without a tracking record. You get a customer email and a logged CRM case same day.

Overview

When account restrictions are lifted, customers expect immediate access; manual notices and ad-hoc case creation miss those moments and delay resolution. This workflow emails the customer and logs a CRM case automatically so agents can reinstate access and close the loop the same day.