Trigger secure file delivery workflow for contacts marked ready
Trigger secure file delivery workflow for contacts marked ready
Your client lead records flagged file-ready often sit unprocessed, leaving onboarding coordinators without packaged documents. Contact details are pushed to delivery so files are ready before billing.
Overview
When a lead is marked file-ready, this flow immediately pushes the contact details into your delivery pipeline so onboarding coordinators have what they need without manual handoffs. That reduces missed handoffs and ensures files are ready before the next billing run.