Create transaction records from new contract intake webhook
Create transaction records from new contract intake webhook
Your contract intake submissions lack structured deal details, delaying prep and assignment. Capture transaction records automatically so teams can start processing the same day.
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Overview
When contract intake arrives inconsistently, transaction coordinators waste hours on manual data entry and handoffs stall. This workflow captures intake submissions into structured transaction records so coordinators and agents can begin processing the same day, reducing prep delays and missed windows.