Send referral status emails when list cards update
Send referral status emails when list cards update
Your referral cards lack outgoing status alerts, leaving partners unsure and slowing handoffs. Partners receive timely status updates, improving handoffs the same day.
Overview
When partner referral cards move but external contacts aren't notified, handoffs stall and partners lose confidence. This flow extracts the contact from the card and sends a concise status email automatically, so partners are updated the same day and triage proceeds faster.