Attach submitted intake files to the lead record
Attach submitted intake files to the lead record
Your intake form submissions with receipts and attachments sit unfiled, requiring manual download and reupload to case records. Files attach to the lead and notify intake teams for review same day.
Workflow preview:
Zap details:
Overview
Intake attachments clog inboxes and slow case qualification. This flow files each submitted receipt into your document store and pins a note to the matching lead so intake and case teams can review files the same day.