Update contact record when card reaches email setup

Your onboarding cards reaching email setup often lack a setup date, so coordinators can't confirm provisioning readiness. You get stamped contact records and automatic workflow enrollment same day.

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Overview

When onboarding tasks shift into your email setup stage, missing dates force coordinators to chase clients and delay provisioning. This flow stamps the contact profile and triggers the correct onboarding sequence so provisioning and follow-up happen same day.