Trigger case follow-up workflow when case stage changes
Trigger case follow-up workflow when case stage changes
Your client case stage changes leave follow-ups undone and delay member outreach. The workflow starts a structured follow-up so case handlers receive tasks and outreach happens same day.
Overview
When a case moves stages it should flow to the next person without waiting for manual steps. This flow triggers the next-step workflow and sends structured case data so handlers can act same day and outreach isn't delayed.