Send urgent plan request SMS to on-call rep

Your urgent plan request spreadsheet rows can go unseen, leaving client success unable to prioritize provisioning or outreach. The workflow delivers SMS alerts so your team can respond same day.

Overview

Missed urgent plan requests slow provisioning and frustrate customers; this flow closes that gap by pushing immediate SMS alerts to on-call client success. Your reps get actionable notice within minutes so they can prioritize escalations and keep onboarding on schedule.