Keep CRM dispute inquiry records current for engineers

Engineers importing dispute items leave CRM records stale, causing case handlers to miss inquiries. This flow creates or updates inquiry records in CRM so dispute agents work from current cases.

Overview

Outdated dispute imports create case delays and operational risk for dispute ops and engineering stakeholders. This workflow creates or refreshes CRM inquiry records on import, eliminating missed follow-ups and producing a reliable audit trail so agents can manage cases with confidence.

Notable Features

Create or update CRM records
Notify dispute agents of changes
Match inquiries by dispute ID