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Update client call logs automatically after outbound phone calls

Update client call logs automatically after outbound phone calls

Your outbound client calls aren't captured in case records, leaving intake and billing without recent contact context. It updates call history so your coordinator sees latest details same day.

Update client call logs automatically after outbound phone calls

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Overview

Outbound calls often arrive without logged context, slowing intake and billing actions. This flow writes normalized numbers and timestamps into case records automatically, so your coordinator and owner see the update within minutes and can act the same day.

Update client call logs automatically after outbound phone calls