Update onboarding database when customer chat gets tagged

Tagged customer chats can leave your onboarding records out of date and coordinators without context. You get updated records and an immediate coordinator alert so follow-ups occur same day.

Workflow preview:

Zap details:

Overview

Tagged onboarding chats often create invisible work and slow handoffs; coordinators miss critical context without an updated record. This flow refreshes the onboarding record and pings coordinators so high-priority customers get follow-up the same day.