Update case status when card gets Tier 2 label
Update case status when card gets Tier 2 label
Your Tier 2 project cards often don't update the linked customer case, causing triage delays. This keeps cases current so coordinators can schedule welcome calls the same day.
Overview
Tier 2 cards frequently fail to surface as ready-to-call cases, which delays welcome calls and stretches onboarding. This flow updates the customer case status immediately when a qualifying card is labeled, giving coordinators a clear next step and enabling same-day welcome scheduling.