Place incoming intake files into correct customer workspace
Place incoming intake files into correct customer workspace
Your webhook file payloads often arrive without a folder path, leaving PDFs unfiled. They are uploaded to the correct customer workspace immediately so teams can act same day.
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Overview
When webhooks deliver customer PDFs without a folder path, manual routing stalls operations and delays billing. This workflow places each PDF into the right customer workspace and opens a CRM task on failure, ensuring teams have files available same day.