Send team alert when customer status hits completion

Your customer records moved to post-sale statuses often miss review capture and manual onboarding. This notifies coordinators so customers are added to review outreach and onboarding starts same day.

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Overview

When paid or signed customers slip through the cracks, you lose review opportunities and delay onboarding tasks. This workflow surfaces every post-sale contact into your team channel so coordinators can add them to review outreach and start onboarding the same day.