Send welcome email and tag incoming request card

You get new request cards without an owner or confirmation, causing handoffs to stall. Receive an immediate customer acknowledgement and update your tracker and card so work begins same day.

Workflow preview:

Zap details:

Overview

New incoming request cards can sit unacknowledged and delay project kickoff; this flow assigns ownership, logs the activity, and sends a customer acknowledgement immediately. The result: coordinators get context-ready work items and customers receive confirmation so work can begin same day.