Create and update client documents from incoming hooks

Incoming client attachments on your tickets leave files scattered and work stalled for coordinators. Keep documents organized and available for review and billing the same day.

Create and update client documents from incoming hooks

Overview

Unprocessed ticket attachments slow coordinators and delay billing; this flow turns incoming attachments into organized client folders and posts a clear ticket comment. Teams get searchable documents and can complete review and invoicing the same day.

Create and update client documents from incoming hooks