Send reference request alert and webhook trigger to team
Send reference request alert and webhook trigger to team
You get new reference request records without a clear owner or context, leaving program coordinators unsure how to act. Alerts and a webhook start intake so tasks are queued and followed up same day.
Overview
Unowned reference requests create manual handoffs and slow response for revenue teams. This flow alerts the right responder and starts the intake workflow automatically so tasks are queued and followed up the same day.