Send onboarding email when configured process stage updates
Send onboarding email when configured process stage updates
When a client process hits the configured stage, legal onboarding stalls without clear next steps. The workflow sends the onboarding email so customers get instructions and coordinators can act same day.
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Overview
When a client moves into a new legal onboarding stage, coordinators shouldn't be copying and pasting messages. This flow sends the right onboarding email within minutes of the stage change, cutting manual handoffs and enabling same-day coordinator action.