Create new intake record in Neos when contract is signed in LeadConnector, and filter relevant cases
Create new intake record in Neos when contract is signed in LeadConnector, and filter relevant cases
Create new intake records in Neos when a contract is signed in LeadConnector, ensuring only relevant cases are processed. This boosts efficiency in onboarding and case management.
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Overview
Create new intake records in Neos when a contract is signed in LeadConnector, ensuring only relevant cases are processed. This boosts efficiency in onboarding and case management.