Add parsed call notes to the client record

Inbound webhook call payloads arrive as raw JSON with phone and notes missing, so client records lack context. Adding parsed call type, summary, and end reason gives reps context within minutes.

Add parsed call notes to the client record

Overview

Raw call payloads often arrive without readable context, leaving your reps unprepared and client outreach delayed. This flow parses those payloads and appends structured notes to the client record so reps get actionable context within minutes for faster follow-up.

Add parsed call notes to the client record