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.

Update case status when card gets Tier 2 label

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.

Update case status when card gets Tier 2 label