Process new consultation submissions in Smartsheet, find intake questionnaires, validate emails, and update records
Process new consultation submissions in Smartsheet, find intake questionnaires, validate emails, and update records
Process new consultation submissions by adding rows in Smartsheet, finding corresponding intake questionnaires, validating email matches, and updating records for clearer data management and faster onboarding.
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Overview
Process new consultation submissions by adding rows in Smartsheet, finding corresponding intake questionnaires, validating email matches, and updating records for clearer data management and faster onboarding.