Capture client information from webhooks, find person in Pipedrive, format date, and update AdviserLogic

Capture client information from incoming requests, find relevant contacts in Pipedrive, format dates, and update client records in AdviserLogic. This ensures accurate and timely data handling for improved client management.

Capture client information from webhooks, find person in Pipedrive, format date, and update AdviserLogic

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Overview

Capture client information from incoming requests, find relevant contacts in Pipedrive, format dates, and update client records in AdviserLogic. This ensures accurate and timely data handling for improved client management.

Capture client information from webhooks, find person in Pipedrive, format date, and update AdviserLogic