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Create client records and job requests from webhooks

Create client records and job requests from webhooks

Your incoming lead webhooks often lack context, leaving schedulers without contact or scope for quotes. Create client profiles and a job request so requests are queued for quoting the same day.

Create client records and job requests from webhooks

Overview

Stop letting inbound leads sit untriaged: capture them as full client records and create a queued work request so dispatch has everything needed to quote. That means requests are visible to operations and can be quoted or scheduled the same day.

Create client records and job requests from webhooks