Configure the SmartFlow integration for Neo
- Products that are enabled and have changes in a one-day period before you selected Connect
- Products that are enabled and that staff sold in in a one-year period before you selected Connect
- Enabled user accounts that have Provider selected in the user account settings
- Creating a new product
- Updating an existing product
- Changing the product status from inactive to active
- Creating a new user and selecting the Provider checkbox
- Designating an existing user as a provider;
- Updating an existing provider
- Changing branch access for a user-designated as a provider