Update referral points, clear intake, and send message
Update referral points, clear intake, and send message
Referral appointment records arrive without points or outreach, leaving referrer credits untracked and follow-up stalled. It updates points and triggers outreach so confirmations go out within minutes.
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Overview
If referral appointments arrive without credited points or outreach, your program coordinators spend time reconciling and referrers go unacknowledged. This flow keeps referral balances accurate and immediately fires your messaging flow so confirmations and rewards go out within minutes.