Update client profile task from license intake webhook
Update client profile task from license intake webhook
Your license intake doesn't populate client profiles, leaving onboarding and billing fields blank. Profiles populate automatically so coordinators can onboard and invoice same day.
Overview
When license intake payloads don't populate client profiles, onboarding and invoicing stall and require manual fixes. This flow writes client details into the canonical client task and leaves an audit note so coordinators and leadership can onboard and bill the same day.