Add new contractor checks and notify intake coordinator
Add new contractor checks and notify intake coordinator
Your contractor intake submissions often lack a linked CRM record, stalling billing and scheduling. Matches are resolved and intake coordinators are alerted so records are updated before onboarding.
Overview
When contractor intakes arrive without a CRM link, onboarding and invoicing stall and coordinators waste time chasing records. This workflow verifies each intake against your CRM and updates the intake tracker or alerts coordinators so records are corrected within minutes.