Update client records with survey link and flag

Your form submissions lack survey context, leaving billing unable to confirm tax intake. Updated records with survey links and tax flags ensure billing readiness before year end.

Overview

Questionnaire webhooks often arrive without linked survey context, which stalls billing and delays year-end tasks. This flow attaches survey URLs to the right request and flags customer records so billing and account teams can verify tax intake within minutes and be ready before year-end.