Send advisor confirmation email when client accepts portal invite

Your client invite acceptances may go unseen, leaving advisors without context and delaying onboarding steps. Notify advisors immediately so onboarding starts same day.

Workflow preview:

Zap details:

Overview

When a client accepts their portal invite, advisors need immediate context to begin onboarding; otherwise handoffs stall. This flow delivers a contextual confirmation email within minutes, enabling same‑day onboarding and clearer first touches.