Add settlement records to tracker from webhook submissions
Add settlement records to tracker from webhook submissions
Your settlement submissions arrive by webhook without reliable logging, leaving account managers missing context for outreach. The tracker centralizes entries so account managers can act the same day.
Overview
When settlement notifications land in your systems they frequently go unlogged and account managers scramble to find context. This workflow writes every settlement to a central tracker, generates templated documents when required, and emails the responsible manager so they can act the same day.