Create account review records from credential completion webhook
Create account review records from credential completion webhook
Your credentialing completions lack structured review records, leaving account managers without clear owners or deadlines. It creates Account Review records with owner and due date for timely follow-up.
Overview
When credentialing completes, this flow creates a formal Account Review with owner and due date so account managers get clear next steps. That reduces manual handoffs and ensures follow-up before the next review cycle.