Send follow-up email and SMS with upload link
Send follow-up email and SMS with upload link
Your returning submissions lack upload options and follow-up context, delaying case prep. You get email and SMS with an upload link and scheduled follow-up so cases resume same day.
Workflow preview:
Zap details:
Overview
When a returning-customer webhook hits your system, program coordinators get an immediate email and optional SMS with an upload link and the scheduled follow-up date. That gives support the context and materials to resume the case same day and avoid prep delays.