Update client tracking record from webhook and notify team
Update client tracking record from webhook and notify team
Your municipal filings arrive by webhook and sometimes miss your client tracker, leaving coordinators unsure of status. It updates the client record and notifies the field group so coordinators act fast.
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Overview
When municipal status updates miss your tracker, coordinators lose context and billing queues stall. This workflow captures webhook updates, updates or creates the client tracking row, and pings the field group so coordinators can act within minutes.