Add incoming VAT-rich messages as new lead records
Add incoming VAT-rich messages as new lead records
Your registration messages often hide VAT numbers and attachments in freeform text, delaying onboarding. It creates structured lead records so your project team can start billing and tasks same day.
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Overview
Freeform registration messages often hide VAT numbers and attachments, which stalls onboarding and delays billing. This flow extracts VAT, bundles attachments, and creates CRM lead records so project and billing teams can begin work and invoice the same day.