Update EOI records when ticket solicitor changes in database
Update EOI records when ticket solicitor changes in database
You miss solicitor contact and assignment context when ticket updates don't reach EOI records. Keep EOI records current so relationship managers can triage cases same day.
Workflow preview:
Zap details:
Overview
When solicitor details change on support tickets, your EOI records can fall out of sync and handoffs stall. This flow writes solicitor contact and assignment back to the EOI record so relationship managers get current contact details and can triage cases same day.