Send onboarding SMS and email after form submission

Your instruction confirmations often go unsent, leaving customers without account links or printable steps. Send SMS and email so customers get links and coordinators see confirmations same day.

Overview

When customers don't receive access links and instructions immediately, they call for help and onboarding stalls. This flow sends both SMS and email automatically so customers get links and instructions within minutes, reducing manual follow-up and enabling same-day access.