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Update secondary customer rows from incoming webhook event

Update secondary customer rows from incoming webhook event

Your secondary customer sheet goes stale when external systems change contact or tax details. Keep contact, TIN, and insurance fields current so billing staff can invoice and file claims same day.

Update secondary customer rows from incoming webhook event

Overview

Stale secondary customer data delays invoices and complicates claims for billing staff. This flow keeps the configured customer worksheet current by applying computed fields and updating rows within minutes of external changes, enabling same-day billing readiness.

Update secondary customer rows from incoming webhook event