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Create call and message tasks from incoming webhooks

Create call and message tasks from incoming webhooks

Your trade-related messages arrive as raw webhooks and go unlogged, leaving compliance gaps and lost follow-up context. They become assigned, auditable CRM tasks so you close the loop same day.

Create call and message tasks from incoming webhooks

Overview

Inbound trade messages often arrive outside structured channels, creating compliance blind spots and missed client follow-up. This workflow converts each message into an assigned, auditable CRM task so trading desk managers and compliance officers get same-day visibility and action.

Create call and message tasks from incoming webhooks