Update escrow record from webhook with document link
Update escrow record from webhook with document link
Your escrow and deal records lag when external systems post signed documents or status updates. Keep records current so coordinators can close deals same day.
Overview
Signed documents and status updates often arrive outside your CRM, creating friction at closing and confusing customers. This flow writes external document links and status changes directly into your transaction table as they arrive, so transaction coordinators can finish title and billing work the same day.