Create scheduled client meeting from webhook booking entry
Create scheduled client meeting from webhook booking entry
Your client booking webhooks don't create scheduled client meetings, leaving advisors without call context and prep notes. Get meetings linked to contacts and notify operations same day.
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Overview
When booking webhooks fail to become meetings, advisors lose prep context and operations spend time chasing details. This flow finds or creates the client record, schedules a confirmed meeting linked to that contact, and triggers follow-up workflows so advisors and ops have the right context same day.