Send alerts and tag customer records on status change

Your debt line updates often lack team visibility, leaving CSMs unaware of pricing or acceptance status. Receive timely channel alerts and keep user tags current so CSMs can act same day.

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Overview

When debt line statuses change, CSMs and risk owners can miss acceptance or pricing windows; this flow posts focused alerts and updates customer engagement tags so teams see the change within minutes. That reduces manual follow-up and ensures outreach or acceptance happens the same day.