Update lead record and attach signed retainer file
Update lead record and attach signed retainer file
Your webhooks leave signed retainers unlinked to lead records, making intake staff search for files. Attach PDFs to leads and mark records Completed so teams can act same day.
Overview
Signed retainers that aren’t attached to leads slow down intake and delay outreach. This flow links the signed PDF to the correct lead record, marks status Completed, and emails owners so intake teams can act the same day.