How it fits your workflow.
Postmark provides email delivery services used for transactional and other application messages. A servicing workflow should distinguish the account event that prompted an email from the message's delivery lifecycle. Keeping those references linked helps teams investigate missing notices without confusing communication status with financial status.
WORKFLOW FOCUS
Transactional message references and email delivery evidence.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
Why keep the account event and email reference together?
The pairing explains what prompted the message and what happened to its delivery. It supports investigation without treating delivery as proof of account action.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.