Create onboarding records from incoming webhooks for teams
Create onboarding records from incoming webhooks for teams
You get onboarding webhook payloads without a client record, causing manual data entry and delayed billing. Create complete client profiles automatically so operations and billing can proceed same day.
Overview
When onboarding payloads arrive as raw webhooks, manual entry creates delays and billing gaps. This flow captures those payloads into structured client records so operations and billing can act the same day and avoid handoff errors.