PM Workflows - HGS Payment Portal

Created By:

Select your Account from below:*

Note: If you can't find your account, please reach out to Trystan to sync the account list. Current Account List is from 2/21/2025.

I would like to:

Create CRM Note

Create HD Ticket

Internal Notification(s)

Create CRM Task

Event Date (Back-Logging)

Partner Email: FreshDesk - Mapping Only.

Internal Notification(s)

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