Send new direct client alert to account owner
Send new direct client alert to account owner
Your new direct client records arrive without owner notification, delaying onboarding and first outreach. Get early owner alerts so the account manager can triage and act same day.
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Overview
New direct-client webhooks often land without an assigned owner, which delays onboarding and first outreach. This flow delivers immediate, routed alerts with account context so owners and ops can triage and act the same day.