Prepare neutral milestone notifications from current matter status and verified communication preferences.
Contract item
Design decision
Source event key
matter ID + stage version
Destination outcome
approved notification draft
Record ownership
The source system owns its authoritative business fields.
Delivery model
Assume duplicates and delayed or out-of-order events until proven otherwise.
Live readiness
Authenticate, sandbox-test, approve data handling, and assign an operator.
Map the fields
Source
Destination
Validation
matter.id
matter_reference
Restrict access
stage
message_template
Allowlisted template
contact.id
approved_recipient
Matter-specific permission
updated_at
event_version
Re-read before send
portal_url
message_link
No public document links
Implement the handoff
Create a least-privilege connection using the vendor’s supported authentication method. Keep secrets in the workflow credential store.
Receive and authenticate the event using current vendor guidance. Save a bounded job record, then process asynchronously where the provider’s acknowledgement deadline requires it.
Look up the tenant, source record, and mapping. If any identifier is ambiguous, create a review task instead of guessing.
Apply a durable duplicate-prevention key. Read the destination before retrying an action whose result is unknown.
Write the approved result and reconcile it against the expected business state. Record safe metadata and a reviewable outcome.
Failure and recovery checks
Failure
Expected response
401 / expired authorization
Stop this connection, alert its owner, and reauthorize through the approved process.
429 / rate limit
Respect provider retry guidance and use a bounded backoff queue.
Invalid field or mapping
Quarantine for correction; do not endlessly retry a bad payload.
Timeout after write
Check the destination using the stable reference before repeating the action.
Missed events
Run an approved periodic reconciliation against the source.
Test these integration-specific cases
Two rapid stage changes should coalesce or wait for review.
An opted-out contact receives no message.
A stale notification must not contradict the current matter state.
The starter files demonstrate transformation and review behavior with synthetic data. They do not include live credentials or pre-authorized vendor accounts. Confirm current API schemas, plan entitlements, region, pagination, and webhook verification in the vendor documentation before connecting a firm.
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