Create or update client records in external system
Create or update client records in external system
Your new or updated client rows may not reach the external registry, causing duplicate entries and intake delays. You get unified client profiles in the external registry within minutes.
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Overview
When client rows fall out of sync, intake and billing get delayed and coordinators chase mismatched profiles. This workflow ensures new and changed database rows are checked, then created or updated in the external registry automatically, delivering unified profiles within minutes.