Update task records from portfolio webhook with sheet data
Update task records from portfolio webhook with sheet data
Your portfolio tasks arrive incomplete from external webhooks, leaving coordinators without fund IDs or compliance context. It enriches tasks from your central sheet for same-day triage.
Overview
Coordinators currently waste time hunting for fund details after webhook events; this flow pulls matching spreadsheet data and writes it back into the task so work is actionable. Expect tasks to show complete context within minutes (or after the configured delay for unmatched items), enabling same-day triage and fewer manual lookups.