Create onboarding ticket from manual build task records

Your manual build tasks lack a tracked support ticket, delaying loan officer user creation and vendor onboarding. This creates a ticket linked to the record so onboarding starts same day.

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Overview

When manual build tasks arrive without a support ticket, account activation and vendor onboarding stall and consume IT cycles. This workflow creates a tracked ticket and links it to the originating record so IT and onboarding coordinators can start work within minutes and meet same-day SLAs.