Send application submitted SMS and email to client
Send application submitted SMS and email to client
Your completed application notes often don't trigger client confirmation, causing uncertainty and extra case manager outreach. Send an SMS to the client and email their case manager same day.
Overview
When application notes are completed, clients often receive no timely confirmation, creating extra inbound questions for case managers. This flow sends an SMS to the client and an internal email to the case manager so confirmations go out same day, reducing manual outreach and clarifying next steps.