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Create task from new appointment webhook for matter

Create task from new appointment webhook for matter

Your appointment webhooks arrive without task records or matter links, causing missed follow-ups and unclear ownership. Get triage tasks with due dates and assignees so coordinators can act same day.

Create task from new appointment webhook for matter

Overview

Incoming appointment payloads frequently lack task records and owner context, which leaves coordinators scrambling and follow-ups delayed. This flow automatically creates and assigns triage tasks with due dates so case coordinators can act same day and maintain matter continuity.

Create task from new appointment webhook for matter