Add new client form entries to onboarding list

Your intake form submissions sometimes go unrecorded, delaying onboarding and leaving coordinators without contact context. They are added to the onboarding list and task board same day.

Overview

Intake forms should create momentum, not manual work. This flow captures each new client, creates a contact in your onboarding list, alerts the team, and queues a task so coordinators can act same day. It stops data gaps and speeds first-touch communications.