For IT directors: link intake payloads to projects
For IT directors: link intake payloads to projects
IT directors face intake payloads that don't match records, stalling field deployments. This flow finds records by site address and writes project IDs, so field crews avoid manual lookups.
Overview
Unlinked intake records leave projects stranded and expose you to compliance gaps. This workflow links intakes to existing project records by site address and writes back project IDs, so field deployments start without manual lookups and an audit trail is maintained.
Notable Features
- Search records by site address
- Write project IDs to intake
- Notify operations on unmatched intakes