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Create customer and service note from form webhook

Create customer and service note from form webhook

Web leads arrive without customer records or request context, delaying dispatch. Create the customer and log a service note so dispatchers have job context same day.

Create customer and service note from form webhook

Overview

Incoming web leads must create customer records and capture request details, otherwise dispatchers lack job context and scheduling slips. This flow creates the customer, logs a service note, and alerts dispatch so field teams get job-ready information within minutes.

Create customer and service note from form webhook