Update lead record with signed PDF and notify team
Update lead record with signed PDF and notify team
You receive signed intake PDFs by webhook but lead records arrive without the document or status, holding up outreach. Attach PDF, set status, and alert teams same day.
Overview
Signed intake packets must be attached to lead records immediately so coordinators and campaign managers can act without manual search. This flow locks the PDF to the lead, stamps a completion status, and notifies stakeholders so outreach happens same day.