Send refund-request alerts to project management chat room

Your refund-requested deals lack visibility, leaving coordinators unable to pause fulfillment or flag billing. Receive chat alerts so your team can triage refunds the same day.

Overview

When deals move into a refund-requested stage, coordinators need immediate context to pause work and alert stakeholders. This workflow delivers a compact chat alert with address context and a direct record link so teams can triage refunds and stop downstream processes the same day.