Send document chase emails and flag client records
Send document chase emails and flag client records
Your tax intake requests miss follow-up, leaving client documents incomplete and preparation stalled. It sends a chase email and updates the record so coordinators can act before the filing deadline.
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Overview
When client document collection stalls, campaign managers and client coordinators need predictable outreach and clear status. This flow turns a webhook into a tailored chase email and marks the record as emailed, so follow-up happens within minutes and intake stays on track before filing deadlines.