Create and tag partner customer records from intake hooks

You get business account submissions via webhook; missing or duplicate customer records stall onboarding. That makes records ready for invites and operations same day.

Workflow preview:

Zap details:

Overview

Manual partner setup and duplicate customer records slow onboarding and delay invites; this flow creates or updates tagged customer records from incoming submissions. That means operations and growth can invite partners and begin fulfillment same day.