Create time-tracking client and write ID back to CRM
Create time-tracking client and write ID back to CRM
New client entries without a time‑tracking record leave hours unassigned and billing delayed. Create the matching time‑tracking client and write its ID back so billing and audits align same day.
Workflow preview:
Zap details:
Overview
Mismatched client records between your practice system and time tracker create billing delays and audit friction. This flow provisions matching time-tracking clients and writes the tracking ID back to the source record, so billing and audits stay aligned within the same day.