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Create referral case from incoming webhook and attach files

Create referral case from incoming webhook and attach files

Referral webhooks arrive without case records or files, forcing intake coordinators into manual entry and lost context. The workflow creates referral cases with attachments and CRM links so coordinators can act same day.

Create referral case from incoming webhook and attach files

Overview

Stop manual intake work and remove mismatched records by turning referral webhooks into complete case records automatically. Intake coordinators get files and a CRM link attached to each referral, enabling same-day triage and faster revenue handoffs.

Create referral case from incoming webhook and attach files