Add client note to contact record on inbound webhook

You get inbound client notes from external systems that leave engagement managers without context. It attaches each incoming note to the matching contact so your team has client history same day.

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Overview

Inbound client notes frequently land in disconnected systems and leave engagement managers without the context they need to act. This flow captures those notes and appends them to the right contact so account leads have reliable client history within minutes, avoiding follow-up and billing delays.