Mark signed client leads complete and notify internal stakeholders
Mark signed client leads complete and notify internal stakeholders
You get signed client agreements via webhook without a reliable record, delaying onboarding. Update the lead record and attach the document so coordinators can complete handoff same day.
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Overview
Signed agreements sitting unrecorded cause onboarding friction and missed sessions; this flow captures the webhook, updates lead records with the document link, and alerts coordinators. The result is consistent records and same-day handoffs so clients are ready for their first session.