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Create or return agent record from incoming contact data

Create or return agent record from incoming contact data

You get new agent submissions without matching profiles, causing scheduling and billing gaps. This creates or finds agent records so program coordinators can schedule and invoice correctly same day.

Create or return agent record from incoming contact data

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Overview

If agent contact details arrive without an existing profile, scheduling and billing get delayed and coordinators waste time. This flow finds existing agent profiles or creates clean new records and returns the record ID to the caller so operations can schedule and invoice correctly same day.

Create or return agent record from incoming contact data