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Create medical evaluation records and link to deal record

Create medical evaluation records and link to deal record

You receive medical evaluation webhooks without a tracked record, blocking intake. The workflow creates a tracked evaluation row and links it to the deal so coordinators can act same day.

Create medical evaluation records and link to deal record

Overview

Incoming medical evaluation submissions often arrive without a tracked entry, stalling intake and triage. This workflow converts each submission into a tracked table row and links it to the related deal so coordinators can act the same day.

Create medical evaluation records and link to deal record