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Create student discount review record for billing staff

Create student discount review record for billing staff

Your student discount webhook lacks a linked CRM person, stalling approvals and delaying billing. It adds the person, stores proof, and emails a reviewer so billing can decide same day.

Create student discount review record for billing staff

Overview

Student discount requests often arrive without CRM context, leaving billing chasing proof and slowing approvals. This flow turns each webhook into a tracked person with proof attached and sends a reviewer email within minutes, enabling same-day billing decisions.

Create student discount review record for billing staff