Deliver matched client profiles to dashboard for review
Deliver matched client profiles to dashboard for review
Your webhook client submissions lack linked profiles and force manual lookups that delay case setup. It delivers matched client profiles to your external interface so staff can triage cases same day.
Overview
Stop teams hunting for client context across tools; this routes incoming webhook requests through your client table and delivers structured profiles to the downstream interface. Coordinators get review-ready profiles within minutes so cases are triaged and set up the same day.