New leads in LoneScale — Finding records in SeaTable

The scenario catches new leads in LoneScale and finds records in SeaTable. Runs on its own, no manual copying.

  • For every new client in LoneScale, their record in SeaTable is found right away, if it exists.
  • Duplicates stop multiplying — the check runs before you create anything.
  • A client's history is at hand from the first second.