Update account creation record from incoming finance webhook
Update account creation record from incoming finance webhook
Your account creation records stall when finance terms arrive unrecorded, delaying onboarding. It keeps records current so project managers can assign next steps same day.
Overview
When finance confirmations arrive outside your tracker, onboarding stalls and project managers waste time chasing updates. This flow writes those confirmations into the account creation record so managers can assign next steps and keep handoffs moving same day.